Summary

The aging report displays those accounts that have past due, outstanding balances.

Step by Step

1     Open the Aging report window (SA> Reports> Aging).

2     Configure the report. 

• 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.
  • By default, all billing cycles will be selected.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• 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.
  • By default, all assessment statuses will be selected.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• 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.
• Enter a Minimum Balance to limit the displayed accounts by account balance.
• Select an Aging Date to calculate the age of the transactions filtered into the report. Each transaction will be placed in an aging column (Under 30, 30 to 60, 60 to 90, etc.) .
• Specify an age range for the transactions that will be included in the report in the Minimum Age and Maximum Age fields.
• Click the Age From drop-down menu and select Due Date, Post Date, or Transaction Date to designate from which date the aging process will begin.
• Check the Include zero balance assessments toggle to include accounts that have a zero balance.
• Check the Include negative balance assessments toggle to include accounts that have a credit balance.
• Check the Include previous penalties in past due amount toggle to include any previous penalty balances in the current balance.
• Check the Include uncommitted payments toggle to include uncommitted/pending payments when calculating the balances on invoices to be included on the Aging Report.
• The report will display the Assessment Number, Tax Lot, Assessment Type, Customer Number, and Customer Name. The report will also provide a total Balance by assessment, balance for Under 30 days, 30-60 Days, 60-90 Days, 90-120 Days, and Over 120 Days as well as a report total for each period.

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 PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• 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.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last ten times the report was generated.