Billing Groups List Report

To access this report, go to Reports > Accounts Receivable > Billing Groups List

Use this report to print a list of the billing group information that was set up using the Maintenance > Accounts Receivable > Billing Groups form and to print any current one-time charges entered for customers within that Billing Group (Transactions > Accounts Receivable > AR Billing > Enter Charges). Billing Groups are used in the AR Billing module for processing recurring and one-time invoices to a customer.

Note: If you're not familiar with the MIP Report Builder, see Report Builder for an introduction.

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

 

The following columns are available to include in the report:

 

Column

Description

Billing Group

The ID that enables customers to be grouped with the same AR account, billing cycle, or default charges.

Title The title assigned to the billing group ID
Status The status of the customer ID (Active, Inactive, or Discontinued)
Customer ID The customer ID associated with the designated billing group
Customer Name The customer's name
Charge Type The type of charge (Default or One-Time/Recurring)
Charge Code The unique code that identifies the charge code
Distribution Code The distribution code applied to the charge code
Charge Date

The date of the charge (one-time charges only)
Charge Code Description

The description of the charge code

  • The line description that prints on invoices
Percentage

The percentage associated with the charge code

  • This column only applies if a calculation method of PA was used.
Calculation Period

The calculation period that is associated with the charge code (This Month, Quarter, or Year; or Last Month, Quarter, or Year)

  • This column only applies if a calculation method of PA was used.
Recurring Indicated by "Yes" or "No", depending on whether the Recurring check box was selected on the Enter Charges form.
Fixed Charge The fixed charge applied to the charge code for the entered quantity (if applicable).
Quantity The quantity of the charge code
Unit Price The unit price for the charge code
Amount The unit price, multiplied by the quantity, and added to the fixed charge

 

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

  • Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

  • Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

  • Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.

  • Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.

  • Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

  • Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

Use the Layout tab to change the font and page setup for a report.