Penalty Allocation Report

A penalty is the sum to be forfeited based on the specified conditions and terms. While an allocation is an amount that has been set apart, or earmarked, to distribute to specific accounts.

Use the Penalty Allocation Report to review how system will allocate the penalty amount by service.

Do this...

1. Open Connect Utility Management > Reports > Penalty Allocation Report.

2. Select a report title.

3. Enter the Report Dates.

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.

4. Click the Services tab.

5. Select the Selected Penalty Services.

A penalty is the sum to be forfeited based on the specified conditions and terms. A penalty service is a service that is set up to bill a penalty. Use Selected Penalty Services to select the penalty services to show on the report.

6. Select the Selected Detail Services.

Use detail services to print the small elements, or pieces, that make up a transaction. Use Selected Detail Services to select the services to include on the report.

7. Click GO (CTRL+G).

The report prints.