Expired Acct Payments

The Expired Acct Payments report lists the customers who were past due, but made a payment during a particular date range. This report is useful when working accounts, to see a list of customers who have paid today that no longer need to be called, even though they were on the Expired Account Report this morning.

Report Parameters - EXPIRED ACCT PAYMENTS The report parameters screen allows you to specify which data you want to see on the report.
Begin Date	Enter a date range to list expired account payments, beginning with this date. Only expired account payments taken within this date range are listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.
Ending Date	Enter a date range to list expired account payments, ending with this date. Only expired account payments taken within this date range are listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.
	When the information on the parameter screen is correct, choose the output method from the Report Toolbar at the bottom of the screen.

Report Parameters - EXPIRED ACCT PAYMENTS

The report parameters screen allows you to specify which data you want to see on the report.

Begin Date

Enter a date range to list expired account payments, beginning with this date. Only expired account payments taken within this date range are listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.

Ending Date

Enter a date range to list expired account payments, ending with this date. Only expired account payments taken within this date range are listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.

When the information on the parameter screen is correct, choose the output method from the Report Toolbar at the bottom of the screen.

This report can be generated using a Performance Calendar view.

Click here to learn more about Performance Reporting.

Roll over icons to view definition of each.

Only expired account payments taken within the date range you selected are displayed on the report.

REPORT DETAIL FIELDS - EXPIRED ACCT PAYMENTS
Cust #	This column contains the customer number for each customer with an expired account payment for the date range you specify.
Name	This column contains the customer's name, for each payment listed on this report.
Receipt Number	This column contains the receipt number for the expired account payment, listed on this report.
Date Written	This column contains the date the expired account payment was written for each payment listed on this report.
Days Late	This column contains the number of days the account was late when the payment was taken, for each payment listed on this report.
Total Amount	This column contains the total amount collected for each expired account payment listed on this report.
Next Due	This column contains the date that the agreement was moved to when the expired account payment was applied, for each payment listed on this report.
Clerk	This column contains the clerk's initials for each expired account payment listed on this report.
Type	This column contains the type of payment for each expired account payment listed on this report.
Pay Method	This column contains the payment method for each expired account payment listed on this report.

REPORT GRAND TOTALS - EXPIRED ACCT PAYMENTS
Record Count	The number of expired account payments listed on this report are totalled.
Avg Late	The average number of days late is calculated and listed at the end of this column.
Total Amount	This column is totalled at the end of this report, giving you the total amount of expired account payments for the date range you specified.