What can be seen on the Case/Person Financial Summary report?
The Case/Person Financial Summary lists a complete current and historical accounting activity summary for the specified obligor for each case listed. The totals will have hyperlinks to the following data in detail form: AR Ordered, Adjustments, Interest, Received, and Balance. The Case/Person Financial Summary report is available in the Accounting folder in BIT. (Image 1)
To run the report, double-click on the report title. When the report opens it prompts for the entry of information in order to get the report to run. The prompts include a mandatory entry item and a few optional entry items. (Image 2)
Required data prompt:
- Court Code
Optional data prompts:
- Obligor Name Code
- Case Number
When the report displays it includes the following types of data on the right-hand side of the screen:
- A/R Ordered
- Received (Payments)
- Last Receipt Date
- Last Receipt Amount
- Balance (Total remaining due)
- Accounts Payable
- Deleted JVO (Journal Voucher) Transaction
- Collection Status
- Payment Schedule Flag
A hyperlink will appear under the A/R Ordered section of the report. Clicking this link will run a drill report "CFHS - AR Detail." A hyperlink will appear under the Disbursements section of the report. Clicking this link will run a drill report "CFHS - Disbursement Detail."
Note: The Disbursed to Payee amounts may not match on Parking Infractions.
Additional Report Filter drill options will be available on the report to limit the results to a Case Number Formatted and/or Obligor Name. These filters are selectable by drop down and only have values that were returned in the result set. (Image 3) Click on the drop-down arrow next to the Case Number or Obligor Name filter to select the items that you would like to see in the report.
This report displays data similar to the Case Financial History screen and report from JIS.
RN id: 2292