Table 1 summarizes the billing-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Stock billing reports.
|Title of Report in BriteCore||Recommended Run Cycle||Purpose|
Master accounting report for balancing.
Audit past due balances.
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.
Identify lingering credits.
Identify lingering credits on all policies.
Tool to take action prior to non-pay issuance.
Record of write-offs and waives.
Determine outstanding payoff amount.