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Reporting

Service Charge Journal report

Use the Service Charge Journal report to view a journal of service charges for overdue accounts generated by the application for a specified date range.

View and print the report

Select
File
,
Print Reports
,
Service Charge Journal
 in the available reports pane, then
Select
.
note
Alternatively, in the
Assess Service Charges
 screen, select a date from the
Calculate Service Charges through
 field, then
Journal
.
  • This will shows all service charges, even if they've not been posted.
  • Use the
    Journal
     dropdown list to choose any custom report based on the Service Charge Journal report and set options for the selected report.

Included in the 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).

Security permissions for reports

When you enable security permissions for a report on the
Security Groups setup
 screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports.
Go to the
Privileges changed
 pane on the
Security Groups setup screen
 to check which permission changes Practice CS has made after you enable access to a report.
For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
 security option, Practice CS will enable full access to it.
If your firm has multiple offices, you may want to remove permissions to information for other offices.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports