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, click Service Charge Journal in the available reports pane and then click the Select button.
  • In the Assess Service Charges screen, select a date from the
    Calculate Service Charges through
     field and then click the Journal button.
note
  • The second option shows all service charges onscreen, even if they have not been posted.
  • You can click 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, Digita Practice Advanced 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: Digita Practice Advanced