The Accounts Receivable (A/R) Statement Report leverages state-of-the-art reporting technology for improved performance—both in speed and data quantity. Possible uses of the A/R Statement Report include:
- Creating targeted statement runs e.g. Over 90 days without separate reports.
- Leveraging a more patient-focused statement.
Accessing the Report
- Go to the Menu > Reports > New Pulse Reports.
- Click on Accounts Receivable Statement Report.
Report Details
Initially, the Accounts Receivable Statement Report generates a dashboard and a list of clients with A/R balances. The defaults are based on the Run as of, Date Range, Total A/R Minimum Balance, Active client only, and the invoice status parameters.
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Printable View - Changes the screen to a view that can be printed or exported.
Default Parameters: Run as of: Today's date and current time. Include: Active clients only Invoice status: Open. Client Classifications and Client Statuses do not have default values as these fields are defined by the practice. Practices: This parameter will only be displayed if your practice is part of a group of practices. It will allow the user to select which practice to run for the Open Invoice Report.
Note: These parameters can be changed by selecting different values. |
Bookmarks
Bookmarks can be used to save the current view and can be named to easily remember the view, such as “End of Month Close”. They are available on the main New Reports page, the Accounts Receivable Statement Report page, and the Printable View page. For more detailed information about using bookmarks, refer to the topic New Pulse Reports.
Note: Bookmarks are specific to the user, not the device, so the user can go to another laptop/computer and still have access to the bookmarks.
Report Dashboard
The Report Dashboard highlights key data so the user can quickly understand the status of client A/R balances and who needs a statement. This includes:
- Total Amount (A/R accounts)
- # of Customers
- The interactive bar graph includes:
- Aging Total.
The bottom part of the Accounts Receivable Statements Report is the tabular section, with sortable columns.
Sorting Columns
The bottom part of the report is the tabular section, with sortable columns. Simply click on a column header to sort by that column in ascending or descending order. As shown in the image below, the column is sorted by the "Voided on" column, in ascending order, as indicated by the black triangle.
Printable View
If you want to print or export the report, click on Printable View on the Parameters panel to go to the second page, where you can:
- Export to PDF, CSV, and Excel as well as print.
- Email functionality will be available at a future time.
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