Summary

The Outstanding Balances Report displays a list of outstanding balances by permit type. The report can be generated as a low detail Brief report, a more detailed Summary report, or the most detailed Detail report.

Step by Step

1     Open the Outstanding Balances report window (BP> Reports> Outstanding Balances).

2     Configure the report.

• Check the toggle next to each Permit Type you would like to include in the report.
  • By default, all permit types will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed permit types.
  • Permit Types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type).
• Check the toggle next to each Fee Code you would like to include in the report.
  • Fee codes are created and maintained on the Fee Maintenance window (BP> Maintenance> Fee).
• The Report Type drop-down menu is used to determine the level of detail included in the report.
  • The Brief report type will display the Permit Class, Permit Type, Description, Original Balance, and Current Balance. The report will also provide a Total Outstanding Balance.
  • The Summary report type will display everything included in the Brief report as well as each included Application Number, Permit Number, Tax Lot, Customer Number, and Customer Name.
  • The Detail report type will display everything included in the Summary report as well as each transaction's Fee Code, Fee Date, Transaction Date, Post Date, JE Date, and Unit Type.
• Use the From Date and the To Date fields to filter the transaction included in the report by a date range.
  • The Date Type specified in the drop-down menu above will determine which dates the date range filters will use.
• Enter a balance range in the Minimum Fee Balance and Maximum Fee Balance fields to filter the transactions included in the report by the fee balance range.

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).