The Household Trial Balance Report will generate a list of clients that currently owe balances dependent on the criteria you specify. This report will be a great resource for determining which clients still have outstanding balances for things like activity sections with scheduled payments. Finding accounts with past-due payments can be done with a few simple steps.
- Click Reporting.
- Select Household Trial Balance.
Ensure that Use Household Range is selected so that you don't filter out any clients in the database:
Click the Module Criteria tab and select parameters as necessary. In the example below, we filter to ONLY the Kids' Care activity and choose to run the report for Section codes at SBCC.
A report will generate showing accounts with balances due based on the criteria chosen:
