Pending Policies with Cash

Report Name: Pending Policies with Cash

RDL File Name: Policy_PendingPoliciesWithCash.rdl

Functional Area: Accounting

Contents: Listed on the report is the following information.

• Policy ID

• Current Policy

• Credit Balance

• Current Status (Quote vs. Pending)

• Date Added

Who Uses Report: Accounting to show any policies with a "Pending" status that have cash applied.

When to Run Report:

Input Parameters: