Customer Balance for Previous Period

This report provides balance information for a single customer, a group of customers, or all customers for a previous fiscal period.

New fiscal period data for this report is available once the period ends. If your computer is running at 10:30 PM on the last day of the period (typically the end of the month), the report data is compiled at that time. If your computer is not running then, the compilation occurs the next time the computer is turned on.

Note: This report and the corresponding data compilation were introduced in TireMaster 9.2.0. Therefore, fiscal period data for the report is available as of the end of the first period that occurred after TireMaster 9.2.0 was installed.

The data compiled for this report represents a moment in time. Therefore, it will not include backdated entries posted after the compilation. For example, an entry created in Period 5 and backdated to Period 4 would be excluded.

To generate a Customer Balance for Previous Period Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer Balance History Report and click Launch. The Customer Balance History screen appears.

3. Select one or more customers:

For a specific customer, click Customer and look up the customer’s name.
For all customers, leave the Customer field blank.
For information for specific customer types only, click Customer Types. Then select one or more types from the list.

Note: Information for all types is included on the report by default.

4. Select the fiscal year and period from the drop-downs.

5. Click Print. The Report Window appears.

6. Print the report and close the Report Window.