Custom Report - Overdue Invoices and Late Fees
Summary
This custom report displays overdue invoices and calculates in real time the late fee amount. In the SQL script below you will need to update the percentage charge (currently set to 1.5%) and also specify which Credit Rating ID you want to filter out.
Configuration
There are two steps when creating a custom report:
Create a SQL view in Microsoft SQL Server Management Studio
Call the view from EngageIP Billing to display the custom report
Creating the SQL View
Open Microsoft SQL Server Management Studio
Connect to and open the BOSS database
Right Click on the VIEW directory and select the New View... option
Close the Add Table window
Copy the following query in to the view:
SELECT dbo.ViewInvoice.UserID, dbo.[USER].Name AS [USER], dbo.Contact.Company, ROUND(SUM(dbo.ViewInvoice.Balance) * 0.015, 2) AS LateFee, dbo.ViewInvoice.BillGroup FROM dbo.[USER] INNER JOIN dbo.ViewInvoice ON dbo.[USER].ID = dbo.ViewInvoice.UserID LEFT OUTER JOIN dbo.Contact RIGHT OUTER JOIN dbo.UserContactConnector ON dbo.Contact.ID = dbo.UserContactConnector.ContactID ON dbo.ViewInvoice.UserID = dbo.UserContactConnector.UserID WHERE (dbo.ViewInvoice.InvoiceStatusTypeID = 2) AND (dbo.ViewInvoice.Balance > 0) AND (dbo.ViewInvoice.DueDate < DATEADD(d, 4, GETDATE())) AND (dbo.ViewInvoice.UserStatus = 'enabled') AND (dbo.[USER].CreditRatingID = 999999) AND (dbo.Contact.ContactTypeID = 1) AND (dbo.ViewInvoice.SentDate IS NOT NULL) GROUP BY dbo.ViewInvoice.UserID, dbo.[USER].Name, dbo.Contact.Company, dbo.ViewInvoice.BillGroup
Click the Execute SQL button [ ! ] or [CTRL]+R, to run the query
Save the View (no special characters or spaces, under scores can be used in place of spaces). Remember the name of the view as you will need to enter this value in EngageIP Billing
EngageIP Configuration
Log in to EngageIP Billing
Click Setup
Select the Custom Reports option under the Configuration section
Click the Add button
Enter a Name (no special characters or spaces, under scores can be used in place of spaces) for the report. The value entered here will become a role permission enabling only accounts within that role to view the custom report. It is recommended that you name all your custom reports with a common prefix so that they will be easy to locate within the role permission list
Enter the following Connection String; replacing User ID and Password (XYZ) with the correct values:
server=localhost;Trusted_Connection=false;database=boss;uid=XYZ;pwd=XYZ
Enter the name of the view you created in SQL in the Table field
Click Save
Logout and then back in to EngageIP Billing. This will reset the role permission set and allow you to grant access to the report
Click Setup
Select the Roles option under the Account and Roles section
Select the role from the list to grant view permissions for this report
Scroll down to the Role Permissions section and locate the name of the report within the list
Select the LIST check box next to that permission
Scroll to the bottom of the permission set and click the Save button
Repeat steps 11-15 above until all applicable roles have been granted permission to view the report
Click Reports
Scroll to the bottom of the screen where you will see a new section entitled; Custom Reports
Click on the Name of your Custom Report to view the output
Like all other lists within the application, custom reports can be filtered, printed, and/or exported using the appropriate list icons.