Summary

The Refunds report will display assessment and transaction details for a filtered range of Special Assessments module refund transactions.

Step by Step

1     Open the Refunds report window (SA> Reports> Refunds).

2     Configure the report.

• Check the toggle next to each Assessment Type that you would like to include in the report. Assessment types are used as templates when creating new assessments.
  • By default, all assessment types will be selected. You can use the Select All   or Deselect All   icons to select or deselect all the displayed types.
  • Assessment types are created and maintained on the Assessment Type Maintenance window (SA> Maintenance> Assessment Type).
• Check the toggle next to each Cycle that you would like to include in the report. Billing cycles are used to group accounts that should be billed in the same billing batch.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• Check the toggle next to each Status that you would like to include in the report. Assessment statuses are used to indicate the current status of an assessment.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• Specify a Minimum Tran Balance to filter the refund transactions by the amount refunded. This value must be zero or less.
• Check the Print Contact Information toggle to include contact details for any contact types attached to the assessments displayed in the report.
• The report will display the Assessment Number, Billing Cycle, Customer Number, Assessment Type, Assessment Status, Invoice Number, Transaction Type and Transaction Date. If the Print Contact Information toggle is checked, the Customer Name, Mailing Address and Phone Number will also be displayed. The report will also provide a Total Refunds amount for the report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).