Create a Bill Code Report (by Customer)

This page explains how to get a report of which bill codes were used for which customers in TipTIcket within a given date range. This is one of ten TipTicket reports that present and sort the same ticket data in different ways. You can find more information below at See Also or call Trash Flow Tech Support.

Create the Report

  1. Click Reports > Tip Ticket Reports > Bill Codes > by Customer.
  2. Enter the Bill Code you want or leave at ALL&show.php?sw=tf&resolve_id=-1160;to include all bill codes..
  3. Enter a single Customer or leave at ALL to include all customers.
  4. Choose only inbound or outbound tickets for Ticket Direction, or leave at Both.
  5. Optional: Choose which ScaleHouse the report should include (rarely needed as most users have only one scale house).
  6. Use the remaining data filters, if needed, to further narrow down which customers should be included (Classification, Billing Group, Sales Tax District, Geographic Region, Source Co., and Business).
  7. Choose a Start Date and End Date that the report will cover.
  8. Choose whether to List detail Charges?. If checked the report will include every relevant ticket in addition to the totals for each day.
  9. Choose whether you want to export a comma-separated value (CSV) file instead of print a report.
  10. Choose whether you want to Preview the report (usually checked) and Show Report Criteria (usually unchecked).
  11. Click OK to review and print.

Sample Report

This report is sorted alphabetically by customer, then by bill codes used to charge them. The report lists the customer, the bill code, the quantity, the dollar amount charged, and the number of loads. It then goes to the next bill code used for that customer, repeating until it reaches the last bill code used. The report then goes to the next customer on the list and repeats the process until finished. If you choose to show detailed charges then under every bill code the report shows each ticket in the date range: the number, bill code used to charge, customer name, truck, amount charged, and quantity of material. The Bill Code Summary at bottom lists the description for each bill code, the total quantity, amount charged, and number of loads in the date range.

For Trash Flow Mobile users: Report options on Trash Flow Mobile will work just as described in this article and appear in the same order. The user interface is slightly different to accommodate how we use tablets and phones; for more details, or to learn more about accessing your data from a phone or tablet, see Using Trash Flow Mobile.

See Also

Create a Material Type Report (by Date)

Create a Bill Codes Report (by Customer)

Create a Bill Codes Report (by Origin/Destination)