PtMS for Windows Reporting
Billing Reports
Billing Reports
Trip Verification is the process that reviews the Trip Transaction records in the Trip Transaction table for a specific date of service. A copy of all the trip records for each schedule date is posted (copied) to the Trip Transaction table by running the batch process System Processing on the PtMS Billing menu.
System Processing
Trip Verification
Trip Verification is on the PtMS Billing menu and is where users can review Trip Transaction data for a specific schedule service date. Once reviewed the records are updated and a "Verified" field on the record is changed from "U" to "Y". However, records that are updated in the Schedule table by MDT or Mobile Devices in the vehcile are posted as "Verified" and do not require further verification by the user.
Users can print or display a report from the Trip Verification screen summarizing the results. Here are the report options:
A report summarizing which days have been Verified is available on the PtMS Report Explorer (available on your desktop using the Report Explorer icon) in the Billing reports folder:
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Agency Rate Mapping
The Agency Rate Mapping table is where users setup rate amounts for billing reports and is found on the PtMS Menu/Applications/Database/Setup menu:
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Agency Billing and Statistical Reports
The Agency Billing and Statistical Reports has extensive user selection options, can update the the "Invoice Amount" field in selected trip transaction records, and can produce both report output and Excel report output for billing reports in summary or detail versions. This report module is found on the PtMS Menu/Applications/Billing menu.
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Other Billing Reports
Other Billing Reports are available in the PtMS Report Explorer Billing Reports folder:
