Invoice Transaction Register

This report shows Agency and/or Company-billed invoices that have been Printed and Posted. Detail and Summary report formats are available.

How to access this page

To access the Installment Plans Report page:

  1. From the Sagitta Home Page, click Accounting >Production Reports > Miscellaneous.
  2. Select Invoice Transaction Register.

Selection Options

Regions – Select the region(s) for which you are processing the report.  The field includes a Search feature for selecting valid region(s).

Division Number - Enter the division number for the division (s) to be included in the report. You can expand the Division Number list.  Click the Lookup icon to select from a list of all divisions.

Leave both the Regions and the Divisions fields blank to get all regions and divisions.

Date Options

Beginning Entry Date, Ending Entry Date - Specify the reporting period by entering a range of invoice entry dates.

Output Options

Regional/Divisional Options – Select one of the following from the options drop-down list:

  • Regional – to sort and break the report at Regions only.  (Cannot be used if Divisions have been selected individually or in addition to Regions).
  • Divisional – to sort and break the report at Divisions only.
  • Both – to sort and break the report at Regions and then, Divisions within each Region.

Bill Type - You have the option of including Agency-billed, Company-billed, or Both (Agency-billed and Company-billed) invoices in the report.

Detail or Summary Report -  select one of the following from the drop-down list:

  • Detail - includes: Bill To Code and Name, Invoice Order #, Division #, Insurer Code, Policy #, Invoice #, Entry and Effective Dates, Transaction Amount, Agency and Producer Commissions (including percentages), Coverage Code, Transaction Type, and Bill Type.
  • Summary -  includes: Total Transaction Amounts, Total Agency Commissions, Total Producer Commissions, and Total Invoices by Bill Type and Entry Date.

Comments - Use this optional field to type a description or other information that you want to include to clarify the report purpose and parameters. The comments entered appear on the user's Home Page if a report is sent to the user via the Overnight Report Process or from a report distribution list. The Comments entered appear when you mouse over the report on the Home Page.

Menu Bar Options

Click

To

Save or ALT + S

store your current selections so that they pre-fill the next time you access this Report Selection page. (You must be logged in with the same User ID.)

Quit or ALT + Q

clear any changes you have made since your last Save.

Default

save your current selections as a Default Record for this report. Also see Setting Up Default Selection Criteria.

Print Options Bar

The selections available on the Print Options bar vary by report. See the Print Options Bar topic if you need additional assistance in choosing the appropriate option.