|
Post by howard47 on Mar 15, 2017 13:54:03 GMT -6
How can I find a report or calculate how much cash from insurance has come in - in any give time period. Let's says from Feb.1, 2017 to Feb.28 2017?
|
|
|
Post by Gina on Mar 16, 2017 11:07:02 GMT -6
Hi Howard,
You can use a couple of reports. You can run the Multi-Day Report and click into the insurance check/EFT/CC amounts to see the breakdown by insurance and add those together. Or you can run the invoice report, sort by insurance and there is a total at the bottom of the Ins Paid column. Multi-Day report gives you the total based on the date the check was posted in Crystal. The Invoice Report gives you any payments based on the invoice date. So it just depends on which total you are looking for but both are accurate.
|
|