Summary

The Payment Listing Report displays a filtered list of revenue grouped by permit class (BP> Maintenance> Permit Class) and permit type (BP> Maintenance> Permit Type). The report will display the fee code, application and permit numbers, customer information, and transaction information for each line item.

Step by Step

1     Open the Payment Listing report (BP> Reports> Payment Listing).

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.
  • Generally, the fees attached to a permit will be pulled from the permit type attached to the permit. Fee codes are created and maintained on the Fee Maintenance window (BP> Maintenance> Fee).
• Specify a Report Type from the drop-down menu.
  • The Brief report will display the Permit Class, Permit Type, Description, and Amount. The report will be sorted by Permit Class and will provide a Total Payments Received amount.
  • The Summary report will display everything included in the Brief report as well as the Application Number, Permit Number, Tax Lot, Customer Number, and Customer Name. The report will be sorted by Permit Class and Permit Type.
  • The Tran report will display everything included in the Summary report as well as the Transaction Type, Receipt Number, Transaction Date, Post Date and JE Date. The report will be sorted by Permit Class, Permit Type, and Application Number.
  • The Detail report will display everything included in the Tran report as well as the Fee Code and Unit Type within each transaction. The report will be sorted by Permit Class, Permit Type, Application Number, and Transaction Type.
• Select a Date Type from the drop-down menu.
  • The selected date type will determine which dates the From Date and To Date fields will use when filtering the report by date range.
• Specify a fee amount range in the Minimum and Maximum Fee Amount 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).