Amount Past Due (APD) Adjustments Report

General

The Amount Past Due (APD) adjustments report will show you amount past due adjustments across all accounts within your company.

How To

To run an APD adjustments report, navigate to Reports > Transactions History > APD Adjustments Report inside your company account.

You can search this report by two date ranges: Log Date Period and Apply Date Period. (You can search by either date range or both.) The Log Date Period will pull results based on dates when the amount past due adjustments were logged. The Apply Date Period will pull results based on dates when the amount past due adjustments actually apply.

Both fields will default to the current week. If you have a date range in both fields, APD adjustments must qualify for both date ranges in order to show in your report results. To enter a date range, click on the date range field and choose your date range using the advanced date picker.

You can also select one of the predefined date ranges from the drop-downs above each field. The options are Today, This week, 30 days, Month to date, Year to date, Yesterday, Last week, Last month, Last year, Custom, and Other.

“Custom” and “Other” warrant some additional explanation. Other is simply the option that is automatically selected when you choose a date range using the advanced date picker. Custom, however, gives you the option to enter the date range using two fields: a Date From as a number of days ago and a Date To as a number of days ago.

You can also narrow your search results based on the settings and other characteristics of the accounts on which the APD adjustments were logged using the advanced option search.

Once you’ve entered your search parameters, click  to run the report.


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