SmartFusion Modules > Utility Billing > AR Processing > Uncollectible Account List

Recent Changes: 
6.188 - Changed the logic to not update the uncollectible date, if it has already been set in a previous run, when checking the "Set records to uncollectible", each time the report is run.

6.107 - Changed  Include Inactives to Include finalized locations. Changed to ONLY pull accounts with a balance due as of the Aging Date that have NO payments made after the Aging Date selected.

6.72 - 
If Debit balances is checked only include customers that are finalized that have a balance greater then 0 on the aging date and their current balance is greater then 0

Added a new Checkbox Called "Don't Mark Uncollectible that have a payment after aging date" that will prevent it from being marked uncollectible if they have a payment after the aging date. 

Fixed the exclude "accounts marked uncollectible" option

converted form to c#

6.43 - Added ability to write-off finalized accounts  
6.37 - Modified the behavior the "Exclude accounts flagged uncollectible prior to" check box. Previously it was excluding accounts after the date selected rather than prior to.

Introduction

This report allows one to display accounts that are flagged as uncollectible and to set accounts to uncollectible.

Explanation

The report allows for a wide variety of selection criteria from account name/number to master code and billing cycle. You can get a report of accounts and also set them as uncollectible using the "Set records to uncollectible" check box on the main tab.

Selection Criteria

Select Process - Print Only or Print and Update.

Report Sequence - Sequence the report by customer name or account number.

Aging date

Include finalized locations - Allows one to include finalized customer locations.

Include finalized locations only - Allows one to only select finalized customer locations.

Include debit balances (Finalized customers) - Looking at current debit.

Include credit balances - Looking at current credit.

Exclude accounts flagged uncollectible prior to - Allows one to exclude accounts that have an uncollectible date prior to the date selected .

Print address on report - Prints the selected address of the customer on the report

Address to print - The service address or the billing address

Set records to uncollectible - Allows the user to set the accounts returned in the report as uncollectible. The uncollectible date will be the "Aging date" that was set above, and will only be set for records that do not currently have an uncollectible date.

Write-off Finalized - Allows the user to write-off selected finalized accounts.