Billed Report

Shows all line items (charges and credits) billed within a certain date range, organized by accounting category.

With the Billed accounting report through Curacubby, you are able to view totals of billed items for a specified date range.

To generate an Billed Accounting Report:

Click Accounting under the Reports Tab

  1. Select the Accounting Report to generate
  2. Fill Additional fields (if applicable) 
  3. Click Create Report
    1. Optional: Modify Report Name if desired 

 

Here is an example of a generated Billed Report: 

Here is a brief interactive walkthrough of generating a Billed accounting report:

10 STEPS

1. Locate the Reports tab on the left hand side of your Curacubby. Under the Reports tab, click "Accounting"

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2. Click the drop-down menu labeled "Report Type"

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3. Select "Billed Report" within the drop-down menu for Report Type

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4. Select the "from" date you would like this report by clicking on this box

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5. Select the "to" date you would like this report by clicking on this box

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6. Click the blue box labeled "Create Report"

You are also able to edit the report name by clicking the text box located above "Create Report" and replacing current name

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7. Please allow a few moments for your report to be generated within your web browser.

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8. Once generated, you will see a report similar to this:

Use this scroll bar to view more columns of your report

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9. You are able to export your report by selecting the document type you would like to download: DOCX, CSV, XLSV, or a PDF

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10. That's it! You're done.
This is what your Billed accounting report will look if downloaded as a PDF.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2031324/BILLED-REPORTS