Summary

The Account Listing report displays a list of Accounts Receivable accounts.

Step by Step

1     Open the Account Listing Report window (AR> Reports> Account Listing).

2     Configure the report. 

• Select the billing cycles you would like to include in the report in the Cycle section.
  • You must select at least one cycle or your report will be blank. Billing cycles are created and maintained on the Billing Cycle Maintenance window (AR> Maintenance> Billing Cycle).
• Select a Sort Type to specify how the report will be displayed.
• The Address drop-down menu is used to specify whether the report will include Customer or Lot address data.
• The report will display all of the AR accounts included in the selected billing cycles. If you would like to run the report for a specific account or set of accounts, click ADD and select the accounts from the Account Selection window.
  • You can add as many accounts to the report as desired. The report will only include the specified accounts.
• The report will display the Account Number, Customer Number, Name, Address, Description, Tax Lot, Cycle and Tax Exempt status.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.