Review Proposed Finance Charges

When do I use this procedure?

Use this procedure before you complete account billing for customers to review the finance charges that will be applied to accounts before you apply them. Once you have reviewed the finance charges, you can apply them.

1. From the main menu, select Account Billing Customer Finance Charge Listing.
2. In the Period field, set the month and year for the finance charge period.

3. Select the sort order for the report. Options are:

• Customer account number order
• Major account number order

4. Select Display Report

The Customer Finance Charge Listing displays. View field definitions.

5. To print the report, select the Acrobat (PDF) file format. Tell me how...

   1. Create the report.

   2. With the report displayed, select the Acrobat (PDF) file format from the drop-down list.

   3. Select the Export link.
   4. Select Open.
   5. Select File Print.
   6. Select OK.
   7. Close the open window.

    

6. To export the report, select the export format and click Export. Tell me how...

1. Create the report.
2. With the report displayed, select the format from the drop-down list.
3. Select the Export link.
4. Select Open.

The file is opened in the window of the format you selected.

-or-

To save the file in the different format, click Save.

5. Close the open window.