Summary

The Unapplied Credits Report displays a filtered list of businesses that have credits that need to either be refunded or applied to invoices in the redistribution process.

Step by Step

1     Open the Unapplied Credits window (BT> Reports> Unapplied Credits).

2     Configure the report.

• Select the businesses you would like to include in the report by entering information into the window.
• The Business Type field is used to filter businesses by business type. Check the toggles next to the business types you would like to include on the report. By default, all business types are selected.
  • Business types are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> General tab> Business Type field).
  • Business types are created and maintained using the Business Maintenance window (BT> Maintenance> Business Type).
• The Status field is used to filter the businesses that display on the report by the status attached to the business. Check the toggle next to a status to include it on the report. By default, all statuses are selected.
  • Statuses are user-defined and are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> General tab> Status field).
  • Statuses are created and maintained using the Status Maintenance window (BT> Maintenance> Status).
• The Business Tax Type field is used to filter the businesses included in the report by the tax type attached to the business. Check the toggle next to the tax types you would like to include on the report. By default, all toggles are checked.
  • Tax types are attached to business records using the Business Maintenance window (BT> Maintenance> Business> Tax Type tab).
  • Tax types are created and maintained using the Tax Type Maintenance window (BT> Maintenance> Tax Type).
• The Business Number field is used to filter the report by a single business. Click the Business Number field label to select a business from a list or enter a business number in the field.
  • Business numbers are automatically assigned to businesses as they are created using the Business Maintenance window (BT> Maintenance> Business> Create icon or INSERT> Business Number field).
• The Federal Tax ID field is used to filter the report by the federal tax ID number associated with the business.
  • The federal tax ID is associated with the business record on the Business Maintenance window (BT> Maintenance> Business> General tab> Federal Tax ID field).
• The report will display the Business Number, Customer Number, Business Type, Status, Unapplied Credits and Outstanding Balance for each business included. The report will also provide report totals for Unapplied Credits and Outstanding Balances.

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).