Income by Charge Type

 

Running this report will produce a spreadsheet listing all current residents and showing a breakdown of their fee structures from the charge templates. Click on the "Reports" tab to bring up the list of options and then select "Invoicing & Financial" followed by "Income by Charge Type" from the menu options list.

 

 

The "Income by Charge Type" screen will open.

 

 

This report is run "as at" a specific date, select the required date from the dropdown calendar and then click "OK" to continue.

 

The following information screen will then appear.

 

 

This gives the details about where the created spreadsheet file has been saved. Browse to the location given and double click the file to open.

 

The spreadsheet displays each resident with their fee breakdown. If you have more than one home, each home is displayed on a separate worksheet.