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Reports

Billed Equipment & Service Summary

Within this report, you can view the equipment items associated to a billing period, their cost and total quantity used during that period. 

Viewing the Summary

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Billed Equipment and Service Summary.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, telephone number, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The list displays either the search results or the entire list. The information displayed allows you to view the following information:

·         Total Bills

·         Fiscal Year and Month

·         Billing Period Start and End Date

·         Equipment or Service Name

·         Organization Path

·         Total One-Time and Recurring Charges

·         Total Quantity

5.   There are two additional view choices within the Views pane, you can select to sort the listed based on Fiscal Year and Month or you can create a custom view.

6.   The Custom View allows you to select which column headers to include in your sort order, once a header displays in the upper pane, the list sorts automatically. 

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Exporting the Summary

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Billed Equipment and Service Summary.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, telephone number, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The list displays either the search results or the entire list.

5.   On the toolbar at the top of the screen, click the drop-down arrow next to Export. There are eight options to choose from:

·         Excel (All Levels) – exports all records to an Excel spreadsheet. If you have several account numbers in your database, this procedure can take some time.

·         Excel (Top Level Only) – exports only the top level of information.

·         Excel (Expanded Levels Only) – exports the full detail for the expanded records to an Excel spreadsheet. The un-expanded records are in the file as a top level and you only see the summary line.

·         Excel (Multiple Files) – exports each bill into a separate file.

·         PDF (All Levels) – exports all records to a PDF file. If you have several account numbers in your database, this procedure can take some time.

·         PDF (Top Level Only) – exports only the top level of information.

·         PDF (Expanded Levels Only) – exports the expanded records full detail to a PDF file. The un-expanded records are in the file as a top level, and you only see the summary line.

·         Tab Delimited Text (Top Level Only) – exports the top level information into a tab delimited text file.

6.   The file opens allowing you to save or modify the file in the appropriate program. 

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