| How to View Credit Balance and Attempted Closeout Reports |
The Credit Balance and Attempted Closeout Reports are available for Agencies with the Agency Initiated Credit feature (able to initiate credit on payments AFTER the closeout process is complete and the agency has collected payment).
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| Step 1 |
Select View Report from the Reports menu item
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| Step 2 |
Search Reports screen is displayed
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| Step 3 |
Select Report type from available options (Credit Balance or Attempted Closeout)
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| Step 4 |
Using the calendar icon, select the date the report was created.
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| Step 5 |
Click Search button
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| Step 6 |
Reports for selected date are displayed. Click image icon to view report
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| Step 7 |
Selected report displays in a PDF window
Attempted Close Detail Report - Contains information on selected closeout attempt
Credit Balance Report - Contains credit information including reverted closes' Summary and Detail Reports information. See Net Out Credits for information on reverted closes.
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