Services
A billing exception occurs when (1 ) an account has an active service and the account does not have current charges, or (2) an account has an inactive service and the account has charges tied to the inactive service. Use the Billing Exception Report to review accounts with billing exceptions.
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Set up the report properties.
Do this...
1. Open Connect Utility Management > Reports > Billing Exception Report.
2. Select a report title.
3. Fill in the report options.
4. Click Print (CTRL+P).
The report prints.
Use Check For to select the function the routine will perform when it runs. An active service is a service that does NOT have a disconnect date and should be billed. An inactive service is a service that has a disconnect date and should NOT be billed.
What do you want to do?
I want to search for accounts with unbilled active services. On the Report Options tab, click to select Active Services That Have Not Been Billed.
I want to search for accounts with billed inactive services. On the Report Options tab, click to select Inactive Services That Have Been Billed.
Report Dates is the report date range.
Do you want to use the current month as the report date range?
Yes, I want to use the current month. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.
Use the Selected Service list on the Services tab to select the service, or services, that the routine will search for billing transactions.
What do you want to do?
I want to search all services. On the Services tab, click to select Include All Services.
I want to select the services to include. On the Services tab, click to deselect Include All Services. Click the Select button. Use the Selection form to move the service to the Selected Services list. Click OK.