1. Centaur Software
  2. Reporting, Banking
  3. Reports - Standard

Receipts on Hold from Banking Report

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In this article you will find the following:

    Run the Receipts on Hold from Banking report to view a list of all on hold payments. 

    Run the Report

    1. Go to Location Management > Reports tab

    2. Open Receipts on "Hold" from Banking

      1. Location: Select the location to base this report on

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

      3. Bank Acc: Select the relevant bank account

      4. Providers: Select the provider(s) to base this report on

      5. Show Inactive Providers as well: Tick to include inactive providers

      6. Show Hidden Bank Accounts as well: Tick to include past bank accounts

      7. Click OK                                                                                                      

     

    Report Details

    Date

    The date of the receipt.

    Receipt ID

    The receipt ID automatically generated.

    Amt

    The amount placed on hold.

    Patient

    The patient the receipt belongs to.

    Provider

    The Provider of the patient.

    To be banked to

    The bank account the receipt should be banked to.

     

    Place a Payment on Hold / Exclude from Bank Slip

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