Report-27
Bill Flags
A report of flagged bills and their details.
Report-27 is available as: PDF, Excel
Report-27 recommendations
Use this report to Identify any potential problems before exporting bills to AP or GL.
Report-27 tip
Use Flags assigned to me to see only bills with flags assigned to you.
Set your filters for Report-27
Decide what type of flags you want to see.
- Flag status = Unresolved.
- Set a time frame for your report with Billing period or Bill entry date.
Example filters for Report-27
See bills with unresolved flags in the prior month that are assigned to a specific user.
Unresolved flags for a specific batch of bills.
Available filters for Report-27
Recommended filters
- Cost recovery - Filter to bills with the cost recovery amount within the specified range. TIP: You track savings for each bill with the cost recovery option of a bill flag.
- Flag assigned to me - Select yes or no.
- Flag assignee - Filter for bills with specific flag assignees. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
- Flag issue - Filter for bills with one or more flag issues. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results. This filter is incompatible with Flag type.
- Flag status - Filter for bills with a specific flag status. To include all the matching bills do not set other filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
- Flag type - Filter for bills with one or more flag types. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results. This filter is incompatible with Flag issue.
- Flag unassigned - Filter for bills where the flag is unassigned. To include all the matching bills do not set other filters such as Date range, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
Optional Filters
- Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
- Account name - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
- Account number - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
- Accounting period - If you don’t select an Accounting period or Billing period, all billing periods are included. This filter is not compatible with the Date range filter.
- Accounts in cost center code - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
- Accounts in cost center name - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
- Batch - Filter to include bills from one or more batches, to include all the bills in the batch, do not set a topmost, Date range, or other specific filters. TIP: You can combine with other filters if you want to refine your results.
- Bill entered by - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
- Bill entry date - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
- Bill has been split - Bill splits are configured on the account. This type of chargeback splits the entire bill to destination meters.
- Bill ID - Filter for specific bills, to include all the bills do not set a topmost or group filter. TIP: You can combine with other filters if you want to refine your results.
- Bill import verified - deprecated filter.
- Bill is approved - Select approved or not approved.
- Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
- Bill is void - If this filter is not included both void and not void are included.
- Billing period - If you don’t select an Accounting period or Billing period, all periods are included. This filter is not compatible with the Accounting period filter.
- Chargeback bill - Select yes or no.
- Exported to AP - Select yes or no.
- Exported to GL - Select yes or no.
- Held from accounting export - Select yes or no.
- Include accrual bills - if this filter is not included the report include accrual bills.
- Meter code - Filter to one or more meters. This filter is not compatible with topmost filters.
- Meter group - Filter for specific groups, to include all the group members do not set a topmost filter. TIP: You can combine with other filters if you want to refine your results.
- Meter name - Filter to include one or more meters. This filter is not compatible with topmost or group filters.
- Meter serial number - Filter by one or more meters. To include all results do not set a topmost, group, or other filters.
- Paid date - Select one or more dates.
- Pay status - To include all the matching bills do not set other filters such as Billing period, Accounting period, or topmost filters.
- Payment initiated date - Formerly called Payment Check Date.
- Payment type number - Formerly called Payment Check Number.
- Site group - Filter for specific groups, to include all the group members do not set a topmost filter. TIP: You can combine with other filters if you want to refine your results.
- Topmost cost center code - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
- Topmost cost center name - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
- Topmost place code - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
- Topmost place name - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
- Vendor code - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.
- Vendor name - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.