How do I print account history? (2023.05)
Print an Account History Report to review a complete record of activity for an assessment account, including billings, payments, adjustments, fees, and other transactions.
The Account History Report provides a detailed view of how an account has changed over time. It can be used for research, customer service, auditing, reconciliation, and account verification purposes.
What Happens When You Print an Account History Report?
When an Account History Report is printed:
Account transactions are compiled into a single report.
Billing, payment, adjustment, and fee activity can be reviewed.
Historical account balances and transaction details are displayed.
Account activity can be verified and documented.
A record is created for reference, reporting, or auditing purposes.
When Should You Print an Account History Report?
Print an Account History Report when:
A property owner requests account information.
You need to research account activity or balance changes.
Transaction history must be reviewed before making account adjustments.
Reconciliation or audit activities are being performed.
Documentation of account activity is required for reporting or recordkeeping.
Before Printing an Account History Report
Review the following information before proceeding:
The correct account has been selected.
The reporting period is appropriate for the information needed.
Recent transactions have been entered and posted.
Any filters or reporting options have been configured as needed.
Verifying this information helps ensure that the report contains complete and accurate account activity.
Note: The Account History Report provides a historical view of account activity at the time the report is generated. It does not modify account records or transaction data.
The Caselle master reports include:
Account history report by detail [Caselle Master]
Account history report by summary [Caselle Master]
This report was updated in the 2023.05 release.
Printing an account history
1. Open Connect Property Improvements > Reports > Account History.
2. Click to select a report definition.
3. Click Print (CTRL+P).
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