Budget Billing Balance

Create a Budget Billing Balance payment report for one or all Customers.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Oil & Energy

Grant permission to the individual report> Oil & Energy > Budget Billing Balance

Create Your Report

Use the drop down list to select Summary or Detail as the Report Type.

Retain the current Financial Period or use the drop down list to choose a previous Period.

In Customer Selection, choose the Customers included on the report

• All Customers- Selected by default
• One Customer- Select and enter a Customer ID or select F12 to search.

Location Selection is used to select the Locations

• All Locations- The default selection
• One Location- Enter a Location ID or select F12 to search.

If Group by Location is selected, information on the report will be sorted by Location.

Select Export to create a .csv file version of the report.

Select File becomes active when Export is selected. Choose the locations where the exported file will be saved.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.