Questions
0
Aging Report
Jennifer il y a 8 ans
dans Accounting/Collections Modules
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mis à jour par Stephanie C. il y a 8 ans •
8
Hey guys, have any of you found a report other than the collections report that you can use as an aging? I thought the billed items search report would work, but it doesnt look like it is pulling all DOS that have a balance on them in... Do you have anything that would work?
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Report 3260, Non-paying Clients
But, is this report for self pay balances or all balances?
I am looking for a report that will show me client DOS date of invoice, the client name and if there is a balance on it. For all payers. I really dont like the way the collections module works for clients because we bill weekly not daily. So its easier to see all DOS in a week rather than touch the same claim 4-5 times.
Have you tried the 1030 report?
I have I am currently working with it I am just noticing it doesnt always pull all DOS that have a balance. So I am wondering if maybe I ran it wrong
What parameters are you using?
im using the invoice date so any thing before 9/30 should be run then I am allowing all feilds to be run. I then filter it down to what I need in Excel. I also sort it in excel to show the most recently billed to what was first billed and work it that way
And what are you finding that is missing?