Stock billing reports

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
Weekly/Monthly
Master accounting report for balancing.

Monthly

Audit past due balances.

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.

Monthly

Identify lingering credits.

Monthly

Identify lingering credits on all policies.

Weekly

Tool to take action prior to non-pay issuance.

Monthly 

Record of write-offs and waives.

Monthly

Determine outstanding payoff amount.