Charge Register Report
Use this report to show detail charge information for invoices that have been printed. This data was created through the Transactions > Accounts Receivable > AR Billing > Calculate Invoices and Print/Email Invoices forms. This report also shows On Account-type sales orders created, canceled, or returned. This report also shows if an invoice has been voided through the Void Invoices form.
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 |
|---|---|
| Invoice Number |
The invoice number assigned when the invoice was created |
| Invoice Date | The date assigned to the invoice |
| Invoice Comments | The description entered on the Transactions > Accounts Receivable > AR Billing > Calculate Invoices form. |
| Invoice Status | The status of the invoice, such as Printed or Unprinted |
| Invoice Type | The type of invoice, such as Calculated or Historical |
| Calculation ID | The calculation ID entered on the Transactions > Accounts Receivable > AR Billing > Calculate Invoices form |
| Customer ID | The customer ID associated with the invoice |
| Customer Status | The status of the customer ID (Active, Inactive, or Discontinued) |
| Customer Name | The name associated with the customer ID |
| Class | The class (if appropriate) assigned to the customer |
| Type | The type (if appropriate) assigned to the customer |
| Website | The customer's URL for this webpage |
| Billing Address | The customer billing address |
| Billing Customer Contact Name | The name of the billing contact for this customer |
| Billing Customer Contact Title | The title for the billing contact person, such as Ms. or Mr. |
| Billing Customer Contact Position | The billing contact's position, such as Sales Rep or Owner |
| Billing Customer Contact Email | The customer contact email for the billing address |
| Billing Customer Contact Phone | The customer contact telephone number for the billing address |
| Billing Customer Contact Fax | The customer contact fax number for the billing address |
| Service Address | The customer service address |
| Shipping Address | The customer shipping address |
| Resale Tax ID | The resale tax ID |
| Sales Tax Code | The sales tax code associated with the invoice |
| Sales Tax Authority | The tax authority associated with the sales tax code |
| Charge Code | The unique code that identifies the charge code |
| Charge Code Status | The status of the charge code (Active, Inactive, or Discontinued) |
| Charge Code Description | The description of the charge code |
| Distribution Code | The distribution code associated with the sales tax authority |
| GL Code | The sales tax payable general ledger account |
| Fixed Charge | The fixed charge amount applied to the charge code |
| Quantity | The quantity associated with the charge code |
| Unit Price | The unit price associated with the charge code |
| Charge Amount | The amount associated with the charge code |
| Taxable Line | Indicated by "Yes" or "No", depending on if the charge code is taxable |
| Sales Tax Line | Indicated by "Yes" or "No", depending on if sales tax applies to the invoice |
| Finance Charge Line | Indicated by "Yes" or "No", depending on if a finance charge applies |
| Voided Invoice | Indicated by "Yes" or "No", depending on if a voided invoice applies |
| Created By | The login name of the user that created the invoices |
| Printed By | The login name of the user that printed the invoices |
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.
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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.
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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.
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Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.
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Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.
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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.
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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.