Special Excel Spreadsheet generated for subsequent charges that can be passed onto lien holders.
It would be nice to generate a report to excel by lien holder ID that lists each BLQ and Certificate they hold that is open as a row, then each available charge type that is open related to the BLQs as a column so that charges can be broken out. It would be great to be able to project interest to a date of our choosing on these amounts, so that we can pass the spreadsheets onto the lienholders when they request subsequent figures, many times we have to do individual research for each BLQ and project interest out for each charge type before we can give them figures which is very time consuming.
Tanyika Johns commented
You can't do this in excel but you can PDF them separately from the delinquent report menu.
How I get the utility is I unclick print taxes and change the bill year range to a previous year/quarter so it will not pick up the tax. Then check off the utility balance project the interest. I like it separate so they will not send me one check for taxes and utility.
Absolutely!! This would be a GREAT enhancement and make the offices much more efficient. It is definitely a time consuming manual process right now.