Installment Audit

Report Name: Installment Audit

.RDL File Name: Billing_InstallmentAudit.rdl

Functional Area: Accounting / Billing

Contents: This is an ad hoc audit report that users can use to list any installments that did not roll. The report includes:

• Policy #

• Policyholder Name

• Installment Number

• Roll Date

• Due Date

• Amount $

The report shows the policy with the oldest roll date first. If a policy has more than one roll date to display, each one is listed together as one policy (regardless of roll dates).

Who Uses Report: Accounting department to see any installments that did not roll but should have.

When to Run Report: Can be run at any time.

Input Parameters:

• Installment Roll Date: This is the date the installment should roll; should return all billing installment records less than or equal to that date.