Fee revenue per year (Invoiced)
The Fee revenue per year (Invoiced) overview provides insight into the invoiced membership fee revenue per year for an organization during a specified period. In this overview, the invoiced amount is divided between the current financial year and the next financial year.
This function is only important for libraries that want to create a balance sheet item called "fees received in advance" at the end of a fiscal year.
To create this overview:
- Go to Financial > Overviews > Fee revenue per year (invoiced). The Fee revenues by year (invoiced) screen opens.
- Provide overview information. Required fields are marked with an (*) asterisk.
Field Description Institution* Choose the institution to display in the report. Period from
Period up to and includingThe time period that will display in the report. Grouping* Select how the items will be grouped in the report. The following options are available:
- D - per month, per booking code
- E - per month, per booking code, per booking
- V - per month, per booking code, per location
- Click Create report. The report is generated in your web browser window.
View the report
Based on the selections entered, the overview displays all invoiced membership fee revenue. The report calculates which parts must be added to the specified ledger year, and which parts must be allocated to the following year. The distribution is based on whole months.
The following fields display in the BIRT report:
- Book code
- Description
- Branch
- Registration fee
- Payment
- Current fiscal year
- Next fiscal year
- Ledger number