Audit Trails: Reversed Invoices Report

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The Reversed Invoices audit trail report provides a history of all invoices that have been reversed in the specified time period.

 

Run the Report

  1.  Go to Location Setup > Security tab

  2. Record menu > Audit trails > Reversed Invoices report...

    1. Location: Select the location or <Any Location > from the drop list if applicable

    2. Date: Select the period to base this report on

    3. Common Reasons List: Select the reasons to base this report on

    4. Show Inactive Reason: Tick to include inactive reasons
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Report Details

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Invoice ID

The unique ID for the particular invoice.

Amount

Shows the amount reversed.

Date Reversed

The date and time the invoice was reversed.

Employee / User name

The user responsible for reversing the invoice. Unknown will show if security is not turned on reversing invoices. 

Set Security on Modules/Features/Actions

Set Security Permissions

Responsible Party

The Patient/other responsible for paying the invoice.

Patient

Name of the patient linked to the reversed Invoice.

Reason

The reason the employee/user selected during the reversal. Details will only show if using the Reason for Deleting feature.

Detail

The notes the employee/user selected during the reversal. Will only show if using the Reason for Deleting feature.

 









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