SmartFusion Modules > Licenses/Permits > Business License > Reports > History Report

Recent Change:  
6.129 - Added new option to print a history versus transactional gross receipts report  

6.99 - Fixed issue where the report was not including adjustments when deductions were null

6.63 - Add license number to report sequence; Update report to UX standards

Introduction

This report provides an output of Business License history. Total payments that are out of balance with the total charges will be hi-lighted in yellow.

Selection Criteria

Output option - Detail, Summary, Totals Only
Report sequence

Account Number (default)
Alpha Sort
Business Name
License Number
NAICS/Class Code
Rate Code

Effective date range
Paid date range
Include discrepancies only
Print gross receipts transaction detail
New page after sequence
Print history versus transactional gross receipts

• available for clients using "Gross Receipts" in the BL System File (some clients have this setting but really are using Number of Employees, in which case, the report will not make much sense)
• will uncheck and disable Include discrepancies only, Print gross receipts transaction detail, New page after each sequence
• will clear out Include licenses with paid date
• does not filter by License Types (a message box will appear)
  Difference to allow - will be visible when Print history versus transaction gross receipts report is selected

Include licenses with status - Active, Inactive, Suspended, Non-renewable
Include businesses with status - Active, Inactive, Suspended, Closed

Filter Criteria

Rates
Areas
NAICS/Class
Businesses
License Types - does not apply to the Print history versus transaction gross receipts report is selected