Reporting

Service Charge Journal report

The Service Charge Journal report provides a journal of service charges for overdue accounts generated by the application for a specified date range.
To view and print the Service Charge Journal report, do one of the following:
  • Choose File > Print Reports. In the
    Print Reports
     screen, select Service Charge Journal in the available reports pane and then the
    Select
     button.
  • In the
    Assess Service Charges
     screen, select a date from the
    Calculate Service Charges through
     field and then select the
    Journal
     button.
note
  • The second option shows all service charges onscreen, even if they have not been posted.
  • You can select the arrow on the
    Journal
     button to select any custom report that is based on the Service Charge Journal report and set options for the selected report.
The report shows details for the clients who have been assessed service charges in the specified date range (client ID, name, total A/R, past due amount, and service charge).
Important security note
When you enable security privileges for a report on the Security Groups setup screen, DT Practice may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Menu > Setup Menu > Clients > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice