BriteCore offers four out-of-the-box reports pertaining to payments as summarized in the below table. The reports are accessed in the Reports module.
Title | Recommended | Purpose |
Accounts Receivable Balance | Summarizes accounts receivable activity for a specified period | |
Accounts Receivable Detail | Accounts receivable balances and supporting detail | |
Cash Balance | Monthly | Balance to bank statements |
Payments Received | Daily | Daily cash balance of deposits |
Premium Earned but Unpaid | Daily | Audit earned but unpaid premium |
Return Premiums | Daily | Audit return premium checks |