Budget Planning > Running Budget Plan Reports > Running Account Budget Plan Reports

Running the Account Budget Plan Missed Payment Report

The Account Budget Plan Missed Payment report generates a list of accounts with overdue budget plan payments. The report includes the account number; the name, address, and identification number of the account guarantor; the budget plan balance; the date of the last payment; and the regular payment amount.

Sample Report

To run the Account Budget Plan Missed Payment report:

1. Select Reports > Accounting > Budget Plan Reports > Account Missed Payment. The Output Options window is displayed.

2. Select the output option and click OK. The Account Budget Plan Missed Payment Report window is displayed.

3. Select an option:

4. To restrict the report to a specific account user code:To restrict the report to a specific account user code:Type it in the Include field.

5. To exclude a specific account user code:To exclude a specific account user code:Type it in the Exclude field.

6. To restrict the report to a specific set of accounts:To restrict the report to a specific set of accounts:Select the starting and ending account numbers from the drop-down lists.

7. To restrict the report to accounts that do not have a posted payment in a specific number of days:To restrict the report to accounts that do not have a posted payment in a specific number of days:Type the number of days in the Only include Accounts with last budget plan payments older than _ days. field.

4. Click OK.