Common Errors & Issue Need a Monthly Report

Modified on Mon, 16 Jan, 2023 at 11:11 AM

Scenario: You are trying to locate a monthly report for accounting purposes.

 

The key to reporting is to locate what report will present the data you are looking to identify.  

 

Check the following items:

 

  • Billing Dashboard / Reports

    • Category Charge Summary gives great big picture.  Make sure you have assigned a category to every rate code in rate setup.

    • Applied Charges is every charge you create that month

    • Fiscal YTD AR Activity to know where you stand so far this fiscal year.

  • Collection Dashboard / Reports has all money collected

    • Deposit Summary for every deposit you made

    • Distribution Details for the Accounting Breakdown

    • Category Payment Summary is a great report for the big picture.  Make sure you have assigned a category to every rate code in rate setup.

    • Fiscal YTD AR Activity to know where you stand so far this fiscal year.

  • There are many other reports for specific purposes.  Learn about reports under HELP / Quick Answers and print the reports pdf.

 

If you confirmed the above troubleshooting items then a support team member will need to review the PIDN you are trying to pay.  

 

Version 5.0 of iGovServices 

Last updated on: 12/16/2022

Updated by: CS

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