AR Transactions Report (CSV)

Description: This report displays a list of actions taken on invoices sent out by the agency

Use: This report can be exported to Microsoft Excel and used by accounting to view payments made within a specified period.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Team	The selected team.
Admit Type	The selected admission type.
Payor	The selected payer.
Batch Number	The selected batch number.
Date From	The beginning date in the selected range.
Date To	The ending date in the selected range.

This report can be sorted by:

Field	Description
Transaction Date	Sort the report by invoice transaction date.
Client Name	Sorts the report by client name.

Each column of the report displays:

Field	Description
Batch	The batch number associated with the invoice.
Invoice	The invoice number.
Client	The name of the client associated with the invoice.
Chart	The client’s Chart ID number.
Admit Type	The client’s admission type.
Payor	The client’s payer.
Date	The date of the invoice.
Type	The type of transaction associated with the invoice.
Cash	The amount paid by the client.
Adj (Adjustment)	The amount adjusted on the invoice.
Comments	Any comments associated with the invoice.
Grand Totals	The total of all invoices.