This report generates a list of all deposits that have been allocated to an outstanding invoice with details of the percentage and amount involved for each provider.
Run the Report
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Go to Location Management > Reports tab
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Open Deposit Allocation Report
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Date: Select the date range to base this report on
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Location: Select the location to base this report on, if applicable
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Provider: Select the provider(s) to include in the report
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Show inactive providers as well: Tick to include inactive Providers
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Exclude allocations if original payment in this period: Tick to exclude deposits that have been created and allocated in the same reporting period
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Group by Provider: Tick to group allocations by same Provider
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Click OK
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Report Details
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Date Allocated |
The date the deposit was allocated to an invoice |
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Patient Name/Card |
The patient's name and card number the deposit was from. Third-party name will be shown next to the patient's name if the deposit was from a third-party |
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Total Amount Allocated |
The amount of a deposit that has been allocated to an invoice |
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Invoiced ID |
The invoice ID that the deposit has been allocated to |
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Prv Code |
The code of the provider whom the deposit has been allocated to |
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% Involved |
The percentage of the deposit allocated to the invoice |
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Amount Involved |
The amount of the deposit allocated to the invoice |
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