Summary

The Unbilled Installment report is used to find parcels that were billed for one installment in a tax year but not for another (TC> Reports> Unbilled Installment). The report compares a billed installment against an unbilled installment and lists every bill that has the billed installment but is missing the unbilled installment. Use it to catch parcels that were not levied taxes for all installments in a given tax year.

Step by Step

1     Open the Unbilled Installment window (TC> Reports> Unbilled Installment).

2     Complete the report parameters.

• Enter a Year. This field is required and accepts numeric values. It sets the tax year to evaluate.
• Select a Sequence. This field is required. It is a single-select drop-down that lists only the sequences in the selected year.
• Enter a Billed Installment No. This field is required and accepts a positive numeric value. It identifies the installment a bill must have.
• Enter an Unbilled Installment No. This field is required and accepts a positive numeric value. It identifies the installment a bill must be missing.

3     Generate 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.

4     Review the report.

• The report lists every bill that has a payment installment for the Billed Installment No but does not have an installment for the Unbilled Installment No.
• Bills are ordered by bill number in ascending order.
• The report prints in landscape orientation.