Auto Draft Accounts Report

This Help File Page was last Modified on 03/19/2019

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Auto Draft Accounts Report

This Help File Page was last Modified on 03/19/2019

You may Auto Draft Accounts to pay for their outstanding Invoices using either Electronic Funds Transfer, the Credit Cards you have chosen to accept (defined in Company Options), or both.

Auto Draft information is entered in the Edit View of the Subscribers Form within the Auto Draft Setup Section.

 

HelpFilesAutoDraftCreditCard

Subscriber Form's Edit View - Auto Draft Section - Credit Card entry example

 

The Auto Draft Accounts Report provides a (definable) list of all types of Auto Drafts .

There are two ways to access the Auto Draft Accounts dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports.

Then, Select the Auto Draft Accounts option.

 

Auto Draft Accounts Report tabs - There are three tabs on the Auto Draft Accounts Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesAutoDraftAccountsReport

Auto Draft Accounts Report - Options tab

 

Report Options allows you to choose which (or all) of the Auto Draft Subscribers to list.

All Accounts - Click this option to show every Account that is set up for any type of Auto Draft.

Auto Draft Accounts Only - Click this option to only show those Accounts set up for Electronic Funds Transfer.

Credit Accounts Only - Click this option to only show those Accounts set up for Credit Card Auto Draft:  If Credit Accounts Only is selected:

All Accounts - Click this option to show every Account that is set up for a Credit Card Auto Draft.

Expiring (Last Month) - Click this option to only show those the Subscribers and their Credit Cards that have an Expiration Date equal to Today or earlier (see the Auto Draft Form illustration at the top of this page).

Expiring (Date Range) - Click this option to only show those Subscribers who have Credit Cards on file that will expire within a specified Date Range

 

HelpFilesAutoDraftAccountsReport-CreditCardOptions

 Auto Draft Accounts - Options tab - Credit Card Accounts Only

 

Report Dates - If the Expiring (Date Range) option was selected, use the Drop-Down Calendar/Date Entry field to Choose the Start and End Dates.

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

 

HelpFilesAutoDraftAccountsReport-CreditCardOptions-DateRange

Credit Card Accounts Only - Expiring (Date Range) - Start & End fields

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Auto Draft Accounts Report.

To Exit this Auto Draft Accounts Report dialog, Click the Cancel button HelpFilesReportDialogCancelButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesAutoDraftAccountsReportSample

Auto Draft Accounts Report - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Subscriber Record Number - Click the record number (listed in blue and underlined) of any Subscriber to open the Subscribers Form for that Subscriber.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Auto Draft Accounts Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesAutoDraftAccountsReportDataView

Auto Draft Accounts - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.