Print Unbilled Account Report Instructions

Use the Print Unbilled Account Report to list customers within a specified Book Number who did not receive a bill.  Edifice looks at all the customers for the specified books to see if there is a bill for them in the Billing Transaction file.  If there is no billing transaction for the customer, then the customer prints on the report.  In addition, you can choose to report by connections types, which allows all connections for customers to checked.  Using this feature any account with multiple meters that did not have an individual meter read is reported.  Customers will still be billed for the other meters that were read, but this information ensures that all connections will be read and then properly billed.

Tips:  

• This report is also known as the Unbilled Service Location Report.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening the Print Unbilled Account Report, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click Billing.

  3.  Click Print Unbilled Account Report.
  
  Or, use the keyboard shortcut:  [ALT] [y] [b] [r].

   

  Print Unbilled Account Report Sample

  

   

• Choosing the selections at the prompt window, click More.

  Print Unbilled Account Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the services to report, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All .
  Companies	To select the companies to report, click to check the appropriate companies listed. Tip:  To quickly select or de-select all companies listed, click Check All .
  Books	To select the books to report, click to check the appropriate books listed. Tip:  To quickly select or de-select all books listed, click Check All .
  Finance Periods	To select the Finance Periods to report, click to check the appropriate finance periods listed. Tip:  To quickly select or de-select all finance periods listed, click Check All .
  Status	To select the statuses to report, click to check the appropriate statuses listed. Tip:  To quickly select or de-select all statuses listed, click Check All .
  Sort	To choose a sort option, click to select the appropriate button. Sort Options: Book/Sequence # - Sorts and prints customers in Customer Sequence Number order within Book Number order. Book and Account - Sorts and prints customers in Customer ID order within Book Number order. Account - Sorts and prints customers in Customer ID order.
  By	To choose the method to run the report by, click to select the appropriate button. Connection - to report by connection types Account - to report by customer account
  Connection Types	To select the connection types to report, click to check the appropriate connection types listed. Notes:   The Connection Types only display if By Connection is selected. To quickly select or de-select all connection types listed, click Check All .
  	To begin printing to the Windows™ default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View screen, click here.
  	To escape from the print routine, click Cancel, or press [ENTER]. Keyboard shortcut:  [ALT + c]

   

• Report Samples, click More.

   

  To see an example of the report, click Print Unbilled Account Report Sample.