The billing report is available to users who have the Finance user role.

The billing report shows a summary of fees, deposits and refunds due on licences within a specified time frame.

This report can be used gain insight into the transactions that have taken place over a particular period.

Report Details

Availability: The report is available to users who are part of a Finance Group. .

Date Range: The period of time that will be reflected in the report.

Licensing Authority: The Licensing Authority that will be included in the report (1 or ‘all’ can be selected).

Billing Events: Billing events reflect stages in the licence process that will generate a fee, deposit or refund. Any licences that have triggered one or more billing events in the selected date range will appear in the report.

Report Layout

The billing report has three sections:

1: The top section of the report shows general information about what the report contains.

2: The the middle section shows the number of licences included in the report, the number of billing events triggered by those licences and a breakdown of the billing event types.        

3: The bottom section of the report shows each included licence and a breakdown of all billing events that have been triggered by that licence during the selected date range. At the end of the row is a total column that will contain the total amount due for the date range selected. The report only shows the values where the licence has triggered a billing event, for any fields that relate to a billing event that was not triggered for specific licence, N/A will be displayed.

Licence Information: Shows general information about the licence. The licence reference is a hyper-link that will directly open the licence if the user has a valid login.

Application Submitted: If the 'Application Submitted' billing event has been triggered the Application Fee will be displayed.

Application Granted: If the 'Application Granted' billing event has been triggered the licence Specific Charges, Road Traffic Assets Deposit and Planned Reinstatement Deposit, will be displayed.

Sign Off Licence: If the 'Sign Off Licence' billing event has been triggered the Road Traffic Assets Deposit Refund, Measured Reinstatement Deposit difference, LTI Fees and Specific Guarantee Conditions Fees, will be displayed.

Guarantee Period Ends: if the 'Guarantee Period Ends' billing event has been triggered the Reinstatement Deposit Refund will be displayed.

Total: The total column shows a sum of all the fields for each row.

Using the Report for Insight

The report can also be used to get an overview of licence fees for a given date range. For example, you may want to see the total transactions for a certain Licensing Authority for the last 12 months.  

Step 1: Select the Licensing Authority or all.

Step 2: Select the date range.

Step 3: Run the report.

This report can then be used for gaining insight into the transactions that took place over the selected time period.