Cycle Master Statement Summary and Subtotal Options

1. Summarize By Options:

   1. No Summary = Do Not Summarize Auto Charges

   2. Auto Charges = Summarize All Auto charges together into one line on the bill.

   3. Tax Separate = Summarize All Auto charges together into one line on the bill but print the taxes separately.

   4. Charge Code = Summarize All Auto charges by size/charge code and price.  Print one line for each size/charge code by price and print taxes separately.  (*Note* There is an option to summarize by charge code without referencing price.  Contact support to activate this option.)

    

    

2. Sub Total Options:

   1. No Subtotals = Print Detail taxes in the body of the statement and NO Sub Totals.

   2. Sub & Detail = Print Detail taxes in the body of the statement and print Sub Totals.

   3. Only Subtotal = Print Sub Total taxes at the bottom of the statement and NO Detail in the body.

   4. Segregate +D = Print Detail taxes in the body of the statement and Sub Totals where Sub Totals for taxes and fees are broken out by description.

   5. Segregate -D = Print Sub Total taxes at the bottom of the statement, broken out by description, and NO Detail in the body.

See the following pages for Examples of each type. 

*Note:  Multiple options may produce the same results.  Please thoroughly review each example before deciding which selections to make.*

Example #1:                           Long Form Statement (O/I)

Summarize Auto = N, Sub Totals = N

Example #2:                           Long Form Statement (O/I)

Summarize Auto = N, Sub Totals = X

Example #3:                           Long Form Statement (O/I)

Summarize Auto = N, Sub Totals = T

Example #4:                           Long Form Statement (O/I)

Summarize Auto = N, Sub Totals = D

Example #5:                           Long Form Statement (O/I)

Summarize Auto = N, Sub Totals = S

Example #6:                           Long Form Statement (O/I)

Summarize Auto = A, Sub Totals = N

Example #7:                           Long Form Statement (O/I)

Summarize Auto = A, Sub Totals = X

Example #8:                           Long Form Statement (O/I)

Summarize Auto = A, Sub Totals = T

Example #9:                           Long Form Statement (O/I)

Summarize Auto = A, Sub Totals = D

Example #10:                         Long Form Statement (O/I)

Summarize Auto = A, Sub Totals = S

Example #11:                         Long Form Statement (O/I)

Summarize Auto = T, Sub Totals = N

Example #12:                         Long Form Statement (O/I)

Summarize Auto = T, Sub Totals = X

Example #13:                         Long Form Statement (O/I)

Summarize Auto = T, Sub Totals = T

Example #14:                         Long Form Statement (O/I)

Summarize Auto = T, Sub Totals = D

Example #15:                         Long Form Statement (O/I)

Summarize Auto = T, Sub Totals = S

Example #16:                         Long Form Statement (O/I)

Summarize Auto = C, Sub Totals = N

Example #17:                         Long Form Statement (O/I)

Summarize Auto = C, Sub Totals = X

Example #18:                         Long Form Statement (O/I)

Summarize Auto = C, Sub Totals = T

Example #19:                         Long Form Statement (O/I)

Summarize Auto = C, Sub Totals = D

Example #20:                         Long Form Statement (O/I)

Summarize Auto = C, Sub Totals = S