Axxess Home Care now provides an Unbilled Accounts Receivable (Accrual Method) report that calculates unbilled accounts receivable by comparing earned revenue to billed revenue during a specified time period.
This report enables users to select an unbilled AR date to pull all prior earned revenue and billing activity for clients.
Users must have permission to generate the Unbilled Accounts Receivable (Accrual Method) report in Axxess Home Care.
To give a user permission to generate the Unbilled Accounts Receivable report, navigate to the employee’s profile and select Permissions from the Quick Links menu. In the Reports section, navigate to Billing/Financial Reports and select Unbilled Accounts Receivable (Accrual Method).
Click Save to finish granting the permission to the user.
Employees tab ➜ Employee Center ➜ Quick Links ➜ Permissions ➜ Reports ➜ Billing/Financial Reports ➜ Unbilled Accounts Receivable (Accrual Method) ➜ Save
To generate the Unbilled Accounts Receivable report, navigate to the Report Center under the Reports tab. In the Billing/Financial Reports section, select Unbilled Accounts Receivable (Accrual Method).
Reports tab ➜ Report Center ➜ Billing/Financial Reports ➜ Unbilled Accounts Receivable (Accrual Method)
In the report header, users can filter by branch and AR date. Users can also select to include claims/invoices with a $0.00 balance. To generate the report, enter the parameters at the top of the report screen and click Generate. You will be notified when the report has finished generating.
When the report has finished generating, navigate to Completed Reports under the Reports tab and click the report name.
Reports tab ➜ Completed Reports
The report will download in Excel file for your review.
Updated on 06/30/2021
