Updated Articles

  1. Payment Reversals and Refunds

    Pathway:  Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...
  2. Payment Transfers Report

    Pathway:  Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission ...
  3. Aging Summary To Date Report

    Pathway:  Reports > Standard Reports > AR > Aging Summary To A Date The Aging Summary To A Date report summarizes the aging details for accounts in the selected division based on the date entered.   It provides a snapshot of accounts ...
  4. Check Listing Report

    Pathway:  Reports > Standard Reports > AR > Check Listing The Check Listing  report provides a detail breakdown of the AP Check Batch process by division for a given time period including the check number, the batch number of when the ch...
  5. Payment Batch Listing

    Pathway:  Reports > Standard > AR > Payment Batch Listing  The Payment Batch Listing report provides a detailed view of payment batches for a selected period, with an optional filter for bank account . It includes key informat...
  6. Aging Details To Date

    Pathway:  Reports > Standard Reports > AR > Aging Details To A Date The Aging Details To A Date  report provides aging details for accounts in the selected division based on the date entered. It includes a detailed, transaction-level v...
  7. Aging Details

    Pathway:  Reports > Standard Reports > AR > Aging Details The Accounts Receivable (AR) Aging Details report provides a more detailed view of outstanding customer invoices, providing additional information beyond the AR Aging Rep...
  8. Operations Report

    Pathway:  Reports > Standard Reports > AR > Operations Report The Operations Report offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analy...
  9. Aging Report

    Pathway:  Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report provides a clear and organized overview of outstanding customer invoices to help monitor payment trends. This report displays account ...
  10. Service History Report

    Pathway:  Reports > Standard Reports > Accounts > Service History The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work orde...