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Field | Description |
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Date | The accounting date/posted date for the AR activity, based on the Date Mode filter option selected. |
Adj. Type | The classification (code) for the adjustment. Transaction Codes used include:
Adjustment codes include:
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Description | Description of the transaction and adjustment codes used in the report. |
Debit Amt. | The amount debited from the balance for the transaction code. |
Credit Amt. | The amount credited to the balance for the transaction code. |
Ending Balance - Net Activity | Last line of the report populated with a value based on the following:
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Option | Type | Required | Description | ||
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Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
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Date | Drop Down | Yes | Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.
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Practices | List Selection | No | Filters by all practices or one or more practices. By default, this filter is set to All.
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Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |