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Account management for SurePrep customers

Export Bill information

Export billing information by going to 
Admin
, 
Billing
, then 
Export Bill Information
.
Select Export Bill Information.

View Bill information

  1. Select the 
    Tax Year 
     picklist, and select the binder’s tax year.
  2. Select the date range. Select the calendar icon  next to 
    From
     and 
    To
    . Select the date from the dropdown calendar for each icon. You may also enter dates manually in the text fields.
    note
    To change the current month on the calendar, select the month and year displayed on top of the calendar. This will display a list of months. Select on the month you need. To change the current year, select on top of the calendar once again to select a different year.
  3. Select the 
    Service
     picklist, and select the service used for that binder.
  4. After you select the tax year, date range, and service select 
    Details
     .

Export to Excel

Before you export the invoice details, select the date range from the 
From
 and 
To
 options. Select 
Export to Excel
.
note
Fees exported to the Excel file only reflect the fees currently in the specified date range. Any additional services performed in that date range will invalidate the exported Excel file as outdated.

This article applies to:

  • Product: Account management,SurePrep
  • Subject: Billing