Contents: This report provides either a summary listing (by company / state / line of business) or a detail listing of all policies that have any amounts currently overdue or any future AR activity. Once the summary is generated, click the plus (+) sign opposite the Policy Number field to display a detail listing of all policies under each company / state / line of business.
Policy Number
Future Premium Cash
Future Deferred Installments
Future Billed
Future Overdue
Deferred Installments
Current Billed
Current Overdue
Over 30 Days
Over 60 Days
Over 90 Days
Total Receivable
The report is sorted by company / state / line of business. Also included is a state's total and a company total. A grand total for all companies / states / lines of business is displayed at the bottom of the report.
Who Uses Report: Accounting department to review amounts overdue.
When to Run Report: Can be run at any time.
Input Parameters:
Company / State / Line of Business (With an option for "All")
Include Future Effective Policies? Yes or No