Generating the Billing Payment by Transaction Date Report

The Billing Payment by Transaction Date Report prints all payments recorded, along with the date each payment was entered in the system, for the specified billing month or range of transaction dates.

1. Click Claim Management and select Claim Management.
2. Click Billing Reports.
3. Click Billing Payment by Transaction Date Report.
4. Select one or more Offices to print.
5. Select Billing Month to select a month to print or select Select Dates to specify a date range.
6. Click Generate.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

   

7. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.