Accounting Date Reporting
A reporting logic change has been made to key transaction reports to address the movement of payments and charges in a closed period. All charge and payment activities that fall in a closed accounting period in these key reports will now reflect in the current open period. This change will progressively be applied to all transaction and financial reports; currently, it is limited only to the following reports –
- D10. Running A/R Report
- E6. Productivity By Referring Providers Report (Summary)
- H12. Monthly Analysis Report
- I1. Charges by POS By provider Report
- I2. Charges Billed By Month By Provider Report
- I3. Charges Billed By Month By Provider By Insurance Report
- I4. Payment Deposit Report
- I5. On Account Payment Report
- I6. Posting Details Report
- I11. Adjustment Report
- J1. System Financial Summary Report
- J6. Charges/Payments Reconciliation Report.
- J9. Daily/Month End Close Report
- J23. Service Location Wise Month End Close Report