Summary
The Account Listing report displays a list of Accounts Receivable accounts.
Step by Step
1 Open the Account Listing Report window (AR> Reports> Account Listing).
2 Configure the report.
- Select the billing cycles you would like to include in the report in the Cycle section.
- You must select at least one cycle or your report will be blank. Billing cycles are created and maintained on the Billing Cycle Maintenance window (AR> Maintenance> Billing Cycle).
- Select a Sort Type to specify how the report will be displayed.
- The Address drop-down menu is used to specify whether the report will include Customer or Lot address data.
- The report will display all of the AR accounts included in the selected billing cycles. If you would like to run the report for a specific account or set of accounts, click the Create icon and select the accounts from the Account Selection window.
- You can add as many accounts to the report as desired. The report will only include the specified accounts.
- The report will display the Account Number, Customer Number, Name, Address, Description, Tax Lot, Cycle and Tax Exempt status.
3 Print the report.
- Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).