Pathway: Reports > Standard Reports > AR > Work Order Payments
The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transaction recorded in the Payments tab and meet additional filtering parameters are included in the report.
Required Permissions
| Permission ID | Permission Name |
| 154 | Standard AR / Report |
| 155 | Standard Account / Report |
Report Parameters and Descriptions
| Parameter | Value Description |
| Start Date | Filters the report to the start date selected. |
| End Date | Filters the report for the end date selected. |
| Division | Filters the report to only return results for the selected division. |
| Created By User | Filters the report to the user who created the work order. |
| Payment Type | Filters the report to only return results matching the payment type selected. |
| Disposal Location | Filters the report to only return results matching the selected Disposal Location. |
Run the Report
- Choose a Start Date and an End Date to establish the time frame for the report to retrieve results.
- Optional filters to apply:
- Division
- Created By User
- Payment Type
- Disposal Location
- Select 'Run Report' or 'Run as Excel.'
- Run Report: results of the generated report will display in a new window tab.
- Run as Excel: results will be exported to Excel for the user to open and view.
Understand The Report
Descriptions
| Columns | Descriptions |
| Acct # | Displays the account number associated with the work order payment. |
| Account Name | Displays the account name associated with the work order payment. |
| WO # | Displays the work order's number the payment is linked to. |
| Ticket # | Displays the scale ticket number included within the work order. |
| Payment Date | Displays the date payment was applied to the work order. |
| Payment Type | Indicates the type payment that was received (check, cash, ACH, credit card). |
| Reference | Displays the reference details for a payment. |
| Note | Displays any notes that were added when a payment was applied to a work order. |
| Amount | Displays the payment amount that was applied to the work order. |