Aged Invoices - Extract

Description:

This report provides a list of billed invoices that have a remaining balance in SAM, aged by bill date. Invoices with zero balances or that have not been billed are not included in this report.

Use:

This report can be used to track the status of an invoice with a remaining balance as of a specific date.

Limitations:

Filters

This report can be filtered by:

Field	Description
Company	Use this dropdown to select the company.
Location	Use this dropdown to select the location.
Admit Type	Use this dropdown to select the admission type.
Team	Use this dropdown to select the team.
Payors	Use this field to select the payors.
Date	Use this field to select the desired date.
In Collection	Select this checkbox to (need information)

Report Output

Each column of the report displays:

Field	Description
Payor	Displays the payor’s name.
Client	Displays the client’s name.
Date	Displays the invoice date.
Invoice	Displays the invoice number.
Amount	Displays the original invoice amount.
Balance	Displays the current invoice balance.
0-30	Displays the balance 0-30 days out from the original invoice date.
31-60	Displays the balance 31-60 days out from the original invoice date.
61-90	Displays the balance 61-90 days out from the original invoice date.
90+	Displays the balance 90+ days out from the original invoice date.

Sample Report

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB