The Incorrect Transactions Report allows you to export a list of payment transactions that were made at a location that was different from the procedures. The report can be used to reconcile payments collected at the end of each month by correcting the posted transactions in Ascend Academic.
The exported file has three sheets:
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Payment applied to procedures - Displays a list of payments/credit adjustments applied to procedures from different locations.
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Credit applied to charges - Displays a list of payments/credit adjustments applied to charge adjustments from different locations.
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Charges applies to procedures - Displays a list of charge adjustments applied to procedures from different locations.
To export the Incorrect Transactions Report
How to get there
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From the Home menu, under Reports, clicktap Incorrect Transactions.
The Incorrect Transactions page displays.
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On the Incorrect Transactions page, review the listed transactions.
Important: The filters are all set and disabled by default.
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ClickTap Export to download the report.
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