Contents: The report shows selected billing fees and waives by policy for a user defined date range. Information included:
Policy Number
Policy Image
Policyholder Name
User
Added Date
Fee Type
The report is sorted by company / state / line of business and totaled by the Fees Waived column.
Who Uses Report: Accounting department to balance GL amounts.
When to Run Report: Can be run at any time.
Input Parameters:
Company (With an option for "All")
State (With an option for "All")
Line of Business (With an option for "All")
Begin Date / End Date