When All, Some, or No Billing or Payment Accounts Are In the Reporting Group, Show

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This setting allows you to determine how much account detail you see on billing statements when the billing group and reporting group memberships aren't the same.

You can choose: the following setting configurations:

Setting	Setting Selection	More information
When all billing accounts are in the reporting group, show	Detail	Tamarac Reporting will print details about billing accounts on the billing statement when all billing accounts are in the group. Tamarac Reporting pulls the group information from your portfolio accounting system.
When all billing accounts are in the reporting group, show	Summary	Tamarac Reporting will not print any client information for payment accounts on the billing statement when all billing accounts are in the group. Tamarac Reporting pulls the group information from your portfolio accounting system.
When some billing accounts are in the reporting group, show	Detail	Tamarac Reporting will print details about billing accounts on the billing statement when some of the accounts are in the same group. Tamarac Reporting pulls the group information from your portfolio accounting system.
When some billing accounts are in the reporting group, show	Summary	Tamarac Reporting will not print any client information for payment accounts on the billing statement when some of the accounts are in the same group. Tamarac Reporting pulls the group information from your portfolio accounting system.
When no billing accounts are in the reporting group, show	Detail	Tamarac Reporting will print details about billing accounts on the billing statement when none of the accounts are in the same group. Tamarac Reporting pulls the group information from your portfolio accounting system.
When no billing accounts are in the reporting group, show	Summary	Tamarac Reporting will not print any client information for payment accounts on the billing statement when none of the accounts are in the same group. Tamarac Reporting pulls the group information from your portfolio accounting system.

Learn More

For more information on billing groups, see Understanding Billing Groups.

For more information on billing definitions, see Understanding Billing Definitions.