Shut Off Balance Report Instructions

Use the Shut Off Balance Report to list the accounts that have an outstanding balance for the time period specified. While this report is similar to the Shut Off Notice Journal, it is another way to look at the shut off information. You can print the Shut Off Balance Report anytime after you have performed the Create Workfile routine.

Notes:

For more information about running reports, see Print View.
To see an example of the report, click Shut Off Balance Report Sample.

Directions:

To open:

1. Click Processes from the Menu.

2. Click Shut Off.

3. Click Shut Off Balance Report.

Or, use the keyboard shortcut: [ALT] [p] [s] [r].

Shut Off Balance Report Window Example:

Shut Off Balance Report Prompts Tip: To quickly select or de-select all items listed, click Check All .
Services	To select the services to report, click to check the appropriate services listed.
Companies	To select the companies to report, click to check the appropriate companies listed.
Finance Periods	To select the finance periods to report, click to check the appropriate periods listed.
Rate Class	To select the rate classes to report, click to check the appropriate rate classes listed.
Credit Rating	To select the customer credit ratings to print, click to check the appropriate credit ratings listed.
Sort	To choose a sort option, click to select the appropriate button. Sort Options: Account - Reports accounts in customer ID order. Last Name - Reports accounts in customer last name order. Financial Period - Reports accounts in financial period order. Balance - Reports accounts in account balance order. Other - Reports accounts in specified user-defined field order allowing you to sort or pull data into the report to suit your purpose. For example, if you want to print the report in Location Zip Code order, define a user-definable field as Location Zip Code, maintain info in the field, then choose that option.
Select Customers	To build a range of customers to report, enter the beginning customer ID, followed by a hyphen (-) and then the ending customer ID. Note: The From and Through fields are only active if you select Account as the Sort option.
Paperless and Non-paperless	To include all customers on the report, choose Paperless and Non-Paperless. To only include customers who receive paper statements on the report, click to select Non-paperless only. To only include customers with paperless statements on the report, click to select Paperless only.
Service Totals	To print the accumulated customer past due totals for each Service Code, check this box. Otherwise, please leave blank.
Company Totals	To print the accumulated customer past due totals for each Company, check this box. Otherwise, please leave blank.
Finance Period Total	To print the accumulated customer past due totals for each Finance Period, check this box. Otherwise, please leave blank.
Totals Only	To omit the associated detail and to print past due totals only, check this box. Otherwise, please leave blank.
Merge Other Detail	Note: This field is only available if extended aging information is set up. For more information, contact NDS Support.
Compressed Detail	To print a condensed version of the report with only 1 line of information per customer, click to check Compressed Detail. Otherwise, leave this box unchecked.
Compressed Total	To print a compressed total where customer amounts are accumulated into a single total, click to check Compressed Total. Otherwise, leave this box unchecked.
Compressed Bal	To print a compressed customer balance, click to check Compressed Balance. Otherwise, leave this box unchecked.
Include zero Bal.	To include customers with zero balances on the report, click to check this box. To omit customers with zero balances, please leave this box unchecked.
Budget Accts Only	To only report budget customers, click to check this box. Otherwise, to report all please leave this box blank.
Show Invoice Details	To include invoice details on the report, click to check this box. To omit invoice details, please leave this box blank. Notes: The Show Invoice Details option only pertains to Open Item accounts. The invoice details included are Invoice Number, Bill Date, Post Date and Invoice Outstanding Balance.
Previous Customers	To print previous customers associated with a specified location who have an outstanding balance, click to check Previous Customers. Otherwise, please leave the box unchecked. Notes: You must specify the Locations to print previous customers for. Previous customers are only tracked if you change owners using the Add/Change Owner Wizard.
Customer IDs	To build a list of customers to report: Entry Options: To print an individual account, enter the Customer ID. (up to 12 characters) To build a list of customers to print: Enter the Customer ID followed by a comma (,). Continue to enter the desired customers. To complete the customer list, press [TAB]. To search for the appropriate customer ID, click Search . To build a range of customers, enter the beginning Customer ID, followed by a hyphen (-) and then the ending Customer ID. To print all customers on the report, please leave blank.
Location IDs	To build a list of locations to report: Entry Options: To print an individual location, enter the Customer ID. (up to 12 characters) To build a list of locations to print: Enter the Location ID followed by a comma (,). Continue to enter the desired locations. To complete the location list, press [TAB]. To search for the appropriate Location ID, click Search . To build a range of locations, enter the beginning Location ID, followed by a hyphen (-) and then the ending Location ID. To print all locations on the report, please leave blank.
Location ID(s)	Note: The location ID selection option is not available for this report.
	To begin printing, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p] To print to the Print View window, click Print View. Or, to escape from the print routine, click Cancel, or press [ENTER].