WebPT Ideas and Discovery

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Balancing Aging Report by Client should match Aging on Statements

When running statements and opting to use the Aging on Statement by First Inv Date, the totals should match the information on the Balance Aging Report by client when Only Finalized Charges and Age from first invoice date are selected. This is extremely helpful to know who will need to be sent to collections and/or when to add a finance charge.

  • Guest
  • Jul 30 2020
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