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Recurring Charges Audit
Make the following menu selections to display this page:
Reports—Audit
Reports—Recurring
Charges Audit
The Recurring Charges Audit report shows data as it was before
BOD was run. You can run the report for multiple properties for one specified
date. For example, you can use this report to quickly troubleshoot why
an expected charge was not billed during a recent BOD.
Selection Criteria
Note
An asterisk (*) indicates
a required field.
Select Properties
Click to select properties from the Select
Properties pop-up. The report runs for all selected properties.
Day of Charges
Type the date of the data you want to view (mm/dd/yyyy).
Or use the Calendar Button to select
the date.
Report Details
Unit
The building and unit number.
Resident Name
The name of the resident.
ST
The current resident
status (for example, Current).
Lease Begin
The Lease Begins date.
Lease End
The Lease Ends date.
Start Billing
The Start Billing date for the recurring charge.
Stop Billing
The Stop Billing date for the recurring charge.
Move-In
The Move-In date.
Code
The Income Code associated with the recurring
charge, set up on the Recurring
Charges Tab.
Prorate
This is the Prorate option selected
in Income Codes setup.
Amount
The amount of the recurring charge, set up on
the Recurring Charges Tab.
Freq
The billing frequency for the recurring charge,
set up on the Recurring Charges
Tab.
Active
Indicates whether or not the income code is Active,
as indicated
in Income Codes setup.
Begins
The Begins date set for the income code on the
Recurring Charges Tab.
Ends
The Ends date set for the income code on the Recurring Charges Tab.
Pro In
The
Pro-In date for the recurring charge, set up on the Recurring
Charges Tab.
Next Due
The
Next Due date, set up on the Recurring
Charges Tab.
Last Charged
The
date the recurring charge was last billed.
Bill Monthly
A flag indicating if the recurring charge is billed
monthly (for example, a recurring charge can be charged daily, but billed
monthly), set
up on the Recurring Charges Tab.
Property Details
A
listing of all policies that affected the BOD process for this property.
To Display the Recurring Charges Audit Report
- From
the eSite menu, select Reports—Audit Reports—Recurring
Charges Audit.
- Click Select
Properties. Select the properties for which you want to print the
report and click Done.
- In the Day
of Charges field, select the date of the data you want to view
on the report (mm/dd/yyyy).
- Select a Report
Format option: Acrobat
Reader (default), Crystal Viewer, Excel.
- Click Display. If you selected the printing option, Excel,
you are prompted to open or save the report Excel file. Otherwise, the
report opens in your preferred format.
See
Also
Audit
Reports Overview
Reports
Overview
Report Printing Options
Select Properties