Invoices that need Insurance Balances "Canceled-out"

[Melissa]

Hello! Funky thing I notice once and a while...

Occasionally I find an old invoice where the insurance balance is zero, but when I click on the "$0.00" it shows one insurance with a negative amount, i.e. "Group Health -$300" and another insurance showing the same amount (but positive), i.e. "Care Credit $300". I know how this happens and how to fix it- but I'd like to know if there is a report I can run that will identify all of these situations so I can clear things up.

The Insurance Receivables Report doesn't show either because they cancel each other out so perfectly... any suggestions?

Thank you!

[Gina]

There is not a report to run that will show you which invoices have this issue, but we do have utility that we can run that will create the transfers and clear up the issue for you so you don't have to go through each individual invoice. We would just need to log onto your server, run a back up and then the utility. We would need all users out of Crystal during this time.