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Question

Fee custom view

  • February 17, 2025
  • 4 replies
  • 56 views

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I am trying to create a custom view for each location to show how much money each user still owes in fees/fines.

We apply fees for damaged devices to user profiles. The users are also assigned locations.

I created a view with a filter for a specific location, a balance greater than 0, and specific grade levels. I then the columns are Asset Tag, Serial Number, Owner, and Balance.

It is showing me the total amount of fees per user but not what the current / remaining balance is. 

For example, a user owes $50 but has paid $30. The view shows the user with a balance of $50.

 

I’m not sure if I am missing a setting or filter or if there is some way to add a new “Outstanding Balance” filter. Please Advise 

 

EDIT* This is using the Fee Tracker App Publisher by Incident IQ Team

4 replies

EStapf_iiQ
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  • Employee
  • February 17, 2025

Hi ​@ANelson 657a77b mcalester !
When I spot checked my custom user view I’m showing only those users that have a balance. Would you be able to share the name of your custom view with me or share it to the iiQ Admin user account so I can take a look? Thanks!


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I shared the view with IIQ Admin


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Actually I think it may be working now. Not sure what I did differently.


EStapf_iiQ
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  • Employee
  • February 17, 2025

@ANelson 657a77b mcalester 
Glad to hear it! I also shared a view I created with you titled ‘Balance >0’ for your reference and comparison. Hope this helps!