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.

  1. Flag status = Unresolved.
  2. 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.