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
|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.|