How do I print an assessment receivables report?
Print an Assessment Receivables Report to review outstanding assessment balances that are owed by property owners.
The Assessment Receivables Report provides a summary of unpaid assessment amounts, helping you monitor receivables, track collection activity, and evaluate the financial status of assessment districts. This report is commonly used for financial review, reconciliation, and collection management.
What Happens When You Print an Assessment Receivables Report?
When an Assessment Receivables Report is printed:
Outstanding assessment balances are summarized.
Receivable amounts can be reviewed by district, account, or other reporting criteria.
Delinquent and unpaid balances can be identified.
Collection and follow-up activities can be supported.
A record of assessment receivables is created for financial reporting and analysis.
When Should You Print an Assessment Receivables Report?
Print an Assessment Receivables Report when:
You need to review outstanding assessment balances.
Collection activity is being monitored or planned.
Financial reporting requires receivable information.
Reconciliation procedures are being performed.
Management or auditors request receivable data.
Before Printing an Assessment Receivables Report
Review the following information before proceeding:
Recent billings have been calculated and posted.
Payments and adjustments have been entered and verified.
The reporting period is appropriate for the information needed.
Any required filters or reporting criteria have been selected.
Outstanding balances have been reviewed for accuracy.
Verifying this information helps ensure that the report accurately reflects current assessment receivables.
Note: The Assessment Receivables Report reflects account balances at the time the report is generated. Subsequent billings, payments, adjustments, or write-offs may affect receivable amounts after the report is printed.
Caselle master report definitions:
Assessment receivable report by district number [Caselle Master]
This report was updated with a new look and feel in the 2024.05 release.
Printing an assessment receivables report
1. Open Connect Property Improvements > Reports > Assessment Receivable Report.
2. Select the ending date in the report date range.
The report date range will show the outstanding amount for the report end date.
3. Do you want to suppress accounts with a total receivable amount of zero.
To make the report shorter, you can set up the report to only show an account if there's a positive or negative amount listed as the total receivable. If the total receivable amount is zero, the account will not be included in the report.
4. Click Print (CTRL+P).
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