Yearly Disbursement Summary

The Yearly Disbursement Summary will show what was disbursed to an owner during the selected range. This report will only show data that has been processed on a run closing.

Report Range
Choose the range criteria that the report will be based on.

Production Period Range - The report will be based on the range of production periods selected below. The production period is the month that was associated with each entry in the production period field when it was entereed. Generally this would be the month that the revenue/expense actually took place.
Accounting Year - The report will show any activity processed on a run during the selected year if this option is selected. This is based on the check date used for each run closing.
Accounting Date - The report will show any activity processed on a run closing during the selected range below if this option is marked. This is based on the check date used for each run closing.

Year
Select the accounting year or production period range to report on if one of those options are marked.

Accounting Date
Select the accounting date range to report on if the Accounting Date option is marked.

First Owner and Last Owner
The range of owner IDs to be included on the report.

Group
The well group you would like to report on.

Report by Program
The report will subtotal by program with this option marked.

Report by Month
Subtotals each owner's disbursement activity by month if this option is marked. It will subtotal by either production month or accounting month based on the "Report By" option used above.

Start a new page for each owner
Each owner is separated by page break if this option is marked. It will not print multiple owners on the same page.

Include Direct Paid Oil and Gas
Includes owner's activity marked as direct paid in their Division of Interest records.

Include JIB History
Any expenses that are processed on a JIB Run closing will be included if this option is marked.

Include Entries Still in Suspense
Activity that was earned but placed into suspense during the selected criteria will not appear on the report if it is still in suspense. Marking this option will include those amounts.

Only Include Entries Originally Created During Selected Range
When marked the report will display any activity processed on a run closing during the selected date range. The report will not include amounts from a prior time that was released from suspense during this range.
This option will not be visible if reporting by production period range.