Summary

The Amortization Schedule report displays a detailed amortization schedule for each assessment included in the report. The included assessments can be filtered by general assessment details or by any associated lot details.

Step by Step

1     Open the Amortization Schedule report window (SA> Reports> Amortization Schedule).

2     Configure the report.

• Check the toggle next to each Type that you would like to include in the report. Assessment types are used as templates when creating new assessments.
  • By default, all assessment types will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed types.
  • Assessment types are created and maintained on the Assessment Type Maintenance window (SA> Maintenance> Assessment Type).
• Check the toggle next to each Status that you would like to include in the report. Assessment statuses are used to indicate the current status of an assessment.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• Check the toggle next to each Cycle that you would like to include in the report. Billing cycles are used to group accounts that should be billed in the same billing batch.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• Check the toggle next to each Principal Fee and Interest Fee that you would like to include in the report.
  • Fees are created and maintained on the Fee Maintenance window (SA> Maintenance> Fee).
• Select a Sort By option from the drop-down menu to specify if the report will sort by Assessment Number, Assessment Type, Customer Name or Customer Number.
• The General tab is used to filter the assessments included in the report by general assessment details.
• The Location tab is used to filter the assessments included in the report by the details associated with the lot that the assessment is attached to.
• The report will display the amortization schedule for each assessment included in the report. The Assessment Number, Customer Number, Customer Name, Tax Lot, Service Address, Principal Balance, Projected Interest to be Paid, Total Interest Paid, YTD Interest Paid, and Projected Payoff Date will be displayed for each included assessment.

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).