Table 1 summarizes the billing-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Prebuilt billing reports.
| Title of Report in BriteCore | Recommended Run Cycle | Purpose |
|---|---|---|
| Accounting Detail | Weekly/Monthly | Master accounting report for balancing. |
| Aged Accounts Receivable | Monthly | Audit past due balances. |
| Billed Accounts Receivable | Monthly | Identify accounts that have been billed, are unpaid, but not yet overdue. Provides more information on current outstanding invoices than the Aged Accounts Receivable report. |
| Credits on Canceled Policies | Monthly | Identify lingering credits. |
| Credits on Policies | Monthly | Identify lingering credits on all policies. |
| Invoices Coming Due | Weekly | Tool to take action prior to non-pay issuance. |
| Write-Offs and Waives | Monthly | Record of write-offs and waives. |
| Payoff Amounts | Monthly | Determine outstanding payoff amount. |