Location

Tax Collection > Reports > Billing & Payment Status Report

Recent Change:  6.55 - Corrected issue where a bill when adjusted to zero with no payments would not be included in the report amounts.
6.50 - Corrected issues when a payment has been reversed via the adjustment wizard and reversals of payments associated withe charges.
Version 6.27- Corrected issue where changes in the assessment, exemptions, fixed services were showing as a payment instead of being reflected in the original amount.  Added a grouping based on the transaction type.  Added ability for user to denote a page break after tax year tax type group.

Summary

The Billing and Payment Status Report will report on original bill amounts, adjustments, and payments grouped by tax year, tax type, and the fact that the properties were on the digest or not. Adjustments are any normal charges, exemptions, fixed services, etc that are changed after the bill date (not transactions with adjustment transaction type).

Selection Criteria

  • Status as of - Date used to determine what transactions should be included in the report.

  • Tax Type - There is a multi select combo where you can specify the tax types you would like to get a report for

  • Tax Year - There is a multi select combo where you can specify the tax years you would like to get a report for

  • As Of Date - Latest date that transactions can have to be included on report

  • New page on new tax year / tax type - When selected a new page will occur after the tax year / tax type totals.

Other notes

  • Exemption Codes will not show separately on the report. The exemption amount will total in with the charge the exemption is linked to so the charge will have the net of its value minus any exemptions

  • Original Amounts are determined by transaction date. If the transaction date is on or before the bill date it is considered an original amount. If it is later than the bill date it is considered an adjustment to the original bill

Report sequence are

  • Tax year (Descending) *Tax type (Descending)