Expiration Report

The Expiration Reportgenerates a list of debtors and debts based on a starting and ending Expiration Date Range. It can helpful if trying to determine:

• which debts, if any, have already expired
• which debts, if any, will expire in the near future
• which debts, if any, will expire years in the future
• to confirm expired debts that appear on the Import Status Error report

 Information:

• SSN
• Name
• Current Debt Amount
• Account Code/Department
• Account Number
• Expiration Date

• Report totals include: Debt Amount

Order: the report is in Last Name, First Name order.

Frequency: This report can be run at anytime.

Account Codes:

• As with all reports the account codes/departments is selectable:

-As all other reports, this menu requires access rights assigned in the User Setup. Each Account Code/Department must show "ACCESS", not "RESTRICTED". This report can only be generated for the account code/department that the user has access rights to. The admin user should have rights to all account codes in order to print an entire Expiration Report.

1. From the Reports menu:

2. Move the mouse over Expiration Report and click this option: 

3. A dialog screen appears for the date range: 

4. Enter a date range: Expiration Start Date and Expiration End Date:

Both dates default to today, but type over to edit, or use the to initiate the calendar.

5. Select the desired account code/department:

• It defaults to ALL, click the to display all account codes that are accessible as set-up in the User Setup.

• Select the desired account code/department

6. Select one of the two options:

• Click to initiate to process and continue
• Click to abort and return back to the Main Menu

 

Sample Expiration Report - for debts with Expiration Date range of 12/01/2012 through 01/01/2013 for All Account Codes/Departments:

This report uses the Print Preview options:

- terminates the view of the report and returns to the Main Menu: