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[ Help Main ] > [Main Nav Bar] > Prebilling
[ Help Main ] > [Main Nav Bar] > [Post] > EOB
[ Help Main ] > [Main Nav Bar] > Collection
[ Help Main ] > [Main Nav Bar] > Ledger
To generate a report:
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Choose a collections view and a filter.
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Enter a date for one of the mandatory fields: DOS, Date Posted, Last Billed Date.
To enter a date quickly, you can click on “Today”, “1 WK”, “2 WK”, etc, and that will automatically
populate that field for you.
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You may then choose your desired filtering criteria then hit the “Proceed” button.
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Field Items |
Description |
| Customize Filters |
Edit, delete, or add collections filters |
| Customize View
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Edit, delete, or add collections report views |
| More |
Create additional text boxes for that particular element. |
| Reset |
Restore that element to one text box. |
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