Bills Created Report

About

This report can be used to track bills created during a specified time period for general tracking. It is NOT intended to be used for reconciling financial reports.

Access

This report is available via the Report Browser, by clicking Browse Reports in the staff client > Hortal page, or by opening the Report Browser directly in a web browser using the URL then:

1. Click Run Ad Hoc Reports
2. Select Bills Created
3. Click Select Report
4. Select your library
5. Enter the dates to review
   • NOTE - this only include bills CREATED within that date range. Older bills may have been paid during that time, but those will not appear.
6. Click Run Report

Data

• Start - date bill created
• Finish - date bill completely paid
• Total Billed
• Total Paid
• Balance Owed
• Last Payment - date of most recent payment, will match the "Finish" date when bill paid in full
• Last Payment Note - will display if payment had been annotated
• Last Payment Type
• Last Billing - date when last daily fine, lost materials bill, or other line item bill is applied
• Last Billing Note - system applied notes or manual bill note applied on bill creation
• Last Billing Type - reason for the last line item bill applied
• Type
• Billing Library - library's database ID