Last 12 calendar months—Through today, current month partial
Lifetime rental billing—Posted rental charges, net of credits
Monthly rental billing
USD · Current period · Prior year
Current month is partial. Prior-year monthly bars show complete months.
What they rent
Top equipment by net rental billing · Last 12 calendar months
Currently out
Equipment / serial
Contract
Store
Delivered
Expected return
Days out
Qty
Daily
Weekly
28-day / unit
Rates are per unit, not an estimate of unbilled revenue. Expected return is the contract estimate.
Rental history
Contract
Status
Store
Customer PO
Start
Last return
Units out
Net rental billed
USD, PLI subsidiary base currency. Posted rental-charge item lines only, less rental credits/refunds. Tax, shipping, other items, and separately entered discounts are excluded. Figures reflect saved records and your deployment access. Archived and inactive contracts remain searchable.
RENTAL / EXECUTIVE OVERVIEW
Know what needs attention.
Billing performance, open rentals and follow-up across your stores.
Where to focus
Counts are rental lines. Categories can overlap. Click to investigate.
Rental billing momentum
USD · Latest 12 calendar months
Current periodPrior year
Click a month to see its transactions. Current month is partial; prior-year bars show full months.
Store contribution
YTD net rental billing · Click a store to focus the dashboard
Customer concentration
Top 8 customers by YTD net rental billing · Click for transactions
Collection exposure
Unpaid invoices linked to rentals, including tax and other charges
Loading receivables…
INVESTIGATE / OPEN THE CONTRACT
Billing follow-up
How to read this dashboard
Billing is posted rental-charge item lines, less credits/refunds, in PLI subsidiary base currency (USD). Tax, shipping, other items and separate discounts are excluded. This is billing, not cash collections or accounting recognition.
Open rental units have a recorded delivery, no return on or before today, and remain open for billing on an active, unarchived contract. Missing historical return dates are surfaced separately. A past estimated return is a follow-up prompt, not proof the customer is late under an agreed extension.
Receivables show unpaid linked invoices including all their charges and tax. Unapplied credits are not netted. A missing due date is grouped with current/no due date. Store attribution follows the rental contract's store. Summary cards follow the Store filter; the list also follows the chart or exception selected.
Fleet utilization, lost revenue and return on fleet are not estimated from incomplete fleet availability or cost data. Serial-overlap and billing flags are review prompts, not confirmation of loss or billing failure. Switching contracts never creates an invoice or changes a rental.
Rental Contracts With Items Needing Delivered... (1.) Deliver Checkbox is Checked for an Item. (2.) Fully Billed is UnChecked for an Item.Rental Contracts ( WITH ITEMS STILL BEING RENTED ) / Items Needing Returned... (1.) Returned is Empty for an Item. (2.) Fully Billed is UnChecked for an Item.
ITEMS OUT ON RENT
Review all items on rental contracts that are not fully billed.
SERIAL # DETAIL REPORT
Key in a Serial #.
At the top - report shows Current Location (Where the system thinks the item is) if it has not been sold.
System pulls all transactions, RNT and SVC's in the system.
RENTAL ITEM REPORT (RIR)
Select an RIR CATEGORY to Analyze.
For every item that appeared on a Rental INV, CS, CM, CR
Report shows sum amount charged per Model, per SN, per Store.
Items are arranged in RIR CATEGORIES.
Any item may be in one, many categories.
Keith is currently managing adding items to categories through CSV upload.
