Paid Up Account Check

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Paid Up Account Check

Program Navigation: Simplicity > toolbar > toolbar Reports > Payment Reports > Paid Up Account Check

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oThis window allows the user to print a report displaying all the paid up accounts for the clients.

oThis window also allows the user to export the details to a CSV file e.g. Excel.

PaidUpAccountCheck

This is an example of the Paid Up Account Check report Window

Minus18The following fields can be found on the Paid up Account Check window:

·From Period:

oThis list allows the user to select a period from for the report.

 

·To Period:

oThis list allows the user to select a period to for the report.

 

·Active Clients:

oThis check box allows the user to include active clients on the report.

 

·Paid Overpaid Obligations:

oThis check box allows the user to print overpaid obligations on the report.

 

·Preview:

oThis check box allows the user to display a preview of the paid up account check report.