Summary

The Type List report will display a list of type codes and type code information including the type code, type description, GL account numbers associated with each type code, and the dollar amount of the type code. All type codes, including those that are inactive, will display on the report. The Type List Report will not display the Project Management module task or type code attached to the type code.

Type codes are set up in CR> Maintenance> Type Code Maintenance and attached to a receipt in the Cash Entry window by clicking the Create icon   on the Details tab.

Type codes can be grouped into categories in CR> Maintenance> Category Maintenance. Those type codes that are grouped into categories will display on the Category List Report in CR> Reports> Category List.

Step by Step

1     Open the Print Type List window (CR> Reports> Type List).

2     Configure the report.

• Select a type code in the From and To fields to filter the categories that display in the report. All type codes included in the range will display in the report.
  • Type codes display in the drop-down menu in alphabetical order.
  • If you want to print the report for a single category, select that type code in both the From and To fields.
  • All type codes set up in the Cash Receipts module will display in the drop-down menu.
  • Type codes are set up on the Type Code Maintenance window (CR> Maintenance> Type Code).
  • An information window will open if you select a type code in the From field that falls alphabetically after the category in the To field.
• The Type List Report will display the type code, type code description, debit and credit GL account, and the amount of the type code. The report will also include a report total.
  • The debit and credit GL accounts are set up on the type code in CR> Maintenance> Type Code> Debit and Credit fields.

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).