A/R Transaction Summary

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A/R
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ROLE PRIVILEGES NEEDED: <udl-white>AR Transaction Summary<udl-white>

VIEW AGENCY | PAYER SUMMARY | REPORTS | SUBMENUS | QUIZ

To get to the A/R Transaction Summary, go to A/R > A/R Transactions Summary

Choose your Revenue Dates From & To by entering them or select the Calendar <icon-calendar>xxx<icon-calendar> icon. </icon-calendar></icon-calendar>

Extend Payments Through Date...

Click on the drop down to the right of Agency ...

Choose your agency...

Click on the drop down to the right of Report By <btn>    Payer Category   <btn> </btn></btn>

Choose your Report By Payer Category or Reporting Group.

You have your "Unapplied Receipts to date" of $0.01

VIEW AGENCY <returntomenu>menu ↑<returntomenu>

Clicking on the "View Agency" <icon-magnify>xxx<icon-magnify> icon allows you to view the Agency A/R Transaction Detail</icon-magnify></icon-magnify>. Click below for more information on the View Agency option.

PAYER SUMMARY <returntomenu>menu ↑<returntomenu>

The "Payer Summary" <icon-magnify>xxx<icon-magnify> icon, allows you to view the "Agency A/R Transaction Report By Summary".</icon-magnify></icon-magnify>

REPORTS <returntomenu>menu ↑<returntomenu>

When you have set all of your search options, you can export the file to several format.  Choose your format from the drop down and choose <btnw>   Export   <btnw>. </btnw></btnw>

A/R Transaction Summary <btnw>   PDF Summary   <btnw> includes:

Revenue

Payments

Accounts

Summary

Payer Summary

A/R Transaction Summary <btnw>   PDF Payer Detail   <btnw> includes:

Revenue

Payments

Accounts

Summary

Payer Summary

A/R Transaction Summary. <btnw>   PDF Service Detail   <btnw> includes:

Revenue

Payments

Accounts

Summary

Payer Summary

A/R Transaction Summary. <btnw>   XLS Summary   <btnw>

A/R Transaction Summary. <btnw>   XLS Payer Detail   <btnw>

A/R Transaction Summary <btnw>   XLS Service Detail   <btnw>

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