SmartFusion Modules > Billing > Utility Billing > Reports > Transaction Report by Customer

Recent Changes: 
6.213 - Added Grid Reporting  

6.188 - Updated the data pull for the Transaction Report by Customer to look at the Actual Amount and BudgetBilledAmount in ar012 instead of referring to the BudgetBilledItem table when Budget Billing is Activated in the UB System File

6.169 - Previous Reading, Current Reading and Usage with zero amounts will now be displayed if there is a current/previous read date.

6.156 - Added Transaction Type filtering

6.134 - Previous Reading, Current Reading, and Usage with zero amounts will now display a 0 as long as all three of these values are not zero. If all three values are zero, they will be left blank along with the previous read date and current read date.

Refer to bottom of page for changes prior to version 6.100

Introduction

This report shows any transactions that have been billed, paid, or any type of adjustments made to a customer’s record. This is the same report that can be run from the Transactions tab on the Customer Master.

Explanation

This report includes:

• Account Number
• Prior Balance
• Date
• Transaction Code and Description
• Current and Previous Meter Readings (if applicable) - Will display 0 for zero readings if a Meter Number exists. Otherwise, will be blank.
• Current and Previous Meter Reading Dates (if applicable)
• Meter Usage (if applicable) - Will display 0 for zero readings if a Meter Number exists. Otherwise, will be blank.
• Bill Date
• Update Number
• Batch Number
• Check Type
• Batch Number
• Amount
• Balance
• Service Address (optional)
• Meter Number (optional)
• Notes (optional)
• Is billed flag (denoted by "B" under amount)
• Is estimated reading flag (denoted by "E" under usage)

Form Options

Report Sequence - order by Alpha Sort or Account Number
Transaction Date Range - select a transaction date range
Route Range - select a route range
Sequence Range - select a sequence range
Print Meter Number - print the meter number on the report
Print Notes - print notes on the report
Print Service Address - print the service address on the report
Include Inactive - include inactive accounts
Actual Amounts/Budget-Billed Amounts - report on actual amounts or budget-billed amounts
Account Name - select specific accounts
Transaction Code - select specific transaction codes
Service - select specific service codes
Master Code - select specific master codes
Transaction Types - select transaction types for filtering

Print Alternate Reports

• Account History Summary Report
• Account History Detail Report
• Usage Report by Service Code

Changes Prior to Version 6.100

6.98 - Fixed an issue where the data pull was producing duplicate results with differing transaction codes.

6.86 - Added Adjustment column for the Account History Summary Report

6.82 - Updated report for Account History Summary to UX standards and fixed a totaling issue on it when having multiple customer locations for customers.

6.78 - Fixed issue in the grouping for the transaction date in the Account History Summary Report which was causing it to not sort by date 

6.69 - Made a change to the dropdown for account name to only include the UB customers.

6.61 - Updated data pull to only show actual amounts for settled budget billing customers when "Actual Amounts" is selected  

6.58 - Fixed issue where demand reading and demand usage were not showing when they should  

6.49 - Updated the Usage Report By Service Code report to use the service address. 

6.27 - Added an "Is Estimated" flag and updated report to UX standards