Overview

This report allows you to view what money is owed from applicants to the provider, according to Online Mooring's records. 

It is very import to run this report and correct and problems BEFORE doing having people renew their permits.  Online Mooring will attempt to collect fees that it thinks are outstanding, in addition to any new fees incurred during the processing of the renewals.

Page Content

You can view the report in one of two ways:  as a PDF file, or as a CSV file (which is viewable in Microsoft Excel and other software packages).  Click the "View Report" button to generate the PDF file, and the "Export Data" button to generate the CSV file.  The CSV file contains additional information that cannot fit on a single page.

Each row in the report lists an Application Action that has not been fully paid.  There are a number of reasons why an action might be listed here:
1)  The applicant didn't pay the required fee at all.  In this situation, you will not see a payment in the Payments section of the application during the appropriate timeframe.
2)  The applicant tried paying the fee online, but the credit card was rejected.  If you look at the payments for an application and see an Online payment with a confirmation number of "GOOGLE WILL NOT DELIVER", that is what is happening.
3)  The applicant paid by check or in person, and the "offline" payment was never recorded in the database.  You can reconcile your bank deposits versus Online Mooring's records by running the Payments report.
4)  The applicant paid their required fee, but Online Mooring incorrectly lists the fees that the applicant owed.  Check to make sure that there aren't any duplicate charges (two submittals for the same year, for example), and delete the extra unpaid charge if it is there.

Navigation

To get to this page, click the "Balances" option on the "Reports" menu.

Security

To view this page, the user needs Reports_View rights.  

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