BriteCore offers eight out-of-the-box billing reports, which are summarized in the below table. The reports are accessed in the Reports module.
Table 1: BriteCore billing reports.
The Accounting Detail report acts as the master accounting report. This is a BriteData Excel report that contains accounting details such as the accounting transactions that occurred on policies and the financial impact this had on the remaining premium, fees, and the policy account. To run this report, you must select a date range.
Aged Accounts Receivable
The Aged Accounts Receivable report is used to show outstanding account balances and the number of days the account is past due. This report tracks the amount and length of time past due with the following columns:
- 90 +
Each column displays a total, so you can easily see the total amount due for premium payments that are 0-29 days past due or 30-50 days past due. To run this report, you must select the run date.
Billed Accounts Receivable
The Billed Accounts Receivable report is the same as the Aged Accounts Receivable report, with the addition of a Current column to track accounts that are billed and unpaid but aren’t considered overdue. This Current column displays the total amount of current policy premium that is billed and unpaid. To run this report, you must select the run date.
Credits on Canceled Policies
The Credits on Canceled Policies report displays the amount of credit on policies that are canceled. Credits are displayed as a negative amount. To run this report, you must select a date range.
Credits on Policies
The Credits on Policies report displays the amount of credit on all policies. Credits are displayed as a negative amount. To run this report, you must select a date range.
Invoices Coming Due
The Invoices Coming Due report displays invoices that are coming due soon and have an outstanding balance. To run this report, you must select a date range.
The Payoff Amounts report displays the total payoff amount for policies, including custom or system fees. To run this report, you must select the run date. The Start Date is chosen automatically and is 01/01/2010.
Write Offs and Waives
The Write-Offs and Waives report displays the total amount written off and waived within a designated time period. To run this report, you must select a date range.