Table 1 summarizes the payment-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Prebuilt payment reports.
Title of Report in BriteCore | Recommended Run Cycle | Purpose |
---|---|---|
Cash Balance | Monthly | Balance to bank statements. |
Payments Received | Daily | Daily cash balance of deposits. |
Premium Earned Unpaid | Daily | Audit earned but unpaid premium. |
Return Premium | Daily | Audit return premium checks. |