Direct Bill Report

The Direct Bill Report is used to print a list of selected direct bill transactions for one or all companies. Choose to run the report for all direct bill transactions, only those transactions for which the agency has received commission, or only those transactions for which the agency has not received commission.

Use the report to assess the commission income that your agency can expect in the future. You can also run this report from the Reports/Marketing program. See TAM Reports for more information.

1. From Home Base, click the Accounting button.
2. Click Reconciliations.
3. Click Direct Bill.
4. Click Direct Bill Report to load the Reports/Marketing program and activate the TAM Reports window.
5. The Direct Bill report choice defaults. Modify the criteria as desired and then click Run to run the report.