One Customer
This window titled Report Selections -- One Customer is used to select the A/R files that you wish to display. Only those files which match the criteria entered on this window will be displayed.
Customer *: Enter the number of the customer whose A/R files you wish to view. The customer's name will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select an IBS Customer which displays all the existing customers. This Select an IBS Customer window will also allow you to add a new customer to your system. This is a required field.
A/R Account: This report can be run for all A/R Accounts or for a single A/R Account. This field will automatically default to -0- for all A/R Accounts; however, if you wish to limit this report to a single A/R Account, then enter the number of that A/R Account in this field. The name of the A/R Account will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select A/R Account which displays a listing of the existing A/R Accounts.
Branch: This report can be run for all Branches or for a specific Branch. This field will automatically default to -0- for all Branches; however, if you wish to limit this report to a single Branch, then enter the number of that Branch in this field. Press the {?} to the right of this field to open a window titled Select Company Branch which displays a listing of all existing Branches.
Include *: Point your mouse cursor to the radio button for the desired option, as described below, and left-click your mouse one time to select that option. This is a required field.
Unpaid Invoices Only Select this option to display only those invoices which are currently unpaid.
All Invoices Select this option to display all of the invoices for this customer, both paid and unpaid. This option will enable you to view the billing and commission history on any AR file.
0 Billing - This option will include only those files which have no billing charges. This option enables you to quickly locate those files which still need to be billed or any files which may have been created in error.
[ OK ] Press this button to generate this report based on the criteria selected on this window.
[ Cancel ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
