Audit Trails: Reversed Invoices Report

Centaur Training

July 23, 2019 02:12

In this article you will find the following:

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

Go to Location Setup > Security tab
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

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.