Transaction Reports: Account Level (Reference)

Introduction

Account specific Transaction Reports provide a detailed and comprehensive analysis of your a single account's financial data. These reports can be filtered by a combination of charge types, billing types, and account receivables. They offer various grouping options and a range of dynamic date selections.

Transaction Report Options 

Options	Report Options Descriptions
1. Account Activity	First and last transactions.
2. Account Aging (Outstanding)	Standard Aging (0-30, 31-60, 61-90, 90+) Quarterly (Current, Previous, 2 Previous, >2 previous) By Fiscal Year (Current, Last year, 2 years ago, > 2 years ago) By Fiscal Year (Current, Last year, 2 years ago, 3 years ago, 4 years ago, > 4 years ago ) By Calendar Year (Current, Last year, 2 years ago >2 years ago
3. Account Balances	Balance on accounts.
4. Account Balances Advanced	Balance of accounts with reversal amounts, prepayments and future charges.
5. Account Charge/Payment Comparison	Compare Charges vs. Payments for accounts.
6. Account Receivables	Detailed view of the outstanding invoices or amounts owed.

References

• Transaction Log: Account Level (Reference)