Billing Notice Report

Overview

This report is considered the report of accounts receivable in PFM. It provides different filter option to generate a specific report.

A screenshot of the Billing Notice Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to installed revision, System Parameters and Rendering Control configuration.

Users access Billing Notice Report from within the menu through this navigation path: Social Security Management ► Affiliation and Contribution Management Reports  Billing Notice Report.

 

Filters

The following table lists and describes all filter fields for the Billing Notice Report in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

FieldDescription
CommentAllows users to add a custom comment to the generated report.

 

Visible Fields

The following table lists and describes all visible fields for the Billing Notice Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration. A sample of the Billing Notice Report is available here.

FieldDescription
Institution NameShows the institution name.
Institution IdIt shows the institution ID.
PeriodThe contribution pay period name.
ID NumberThe member identification number.
Member Full NameMember full name, as first name, middle name and last name format.
Gross SalaryThe total salary amount of members.
Item NamePayment item name to be printed as the name of the column.
AmountTotal calculated amount.
TotalSum for each coding block amount.

 

Buttons

The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Billing Notice Report feature.

Button ImageDescription
This button allows users to generate the report as PDF format.
This button allows users to generate the report as MS Excel format.
This button allows users to generate the report in the excel format.
This button allows users to generate the report in ODS format.
This button allows users to generate the report in RTF format.
This button allows the users to generate the report in MS Word format.
This button allows users to generate the report in ODT format.