Receipts on "Hold" from Banking Report


Run the Receipts on Hold from Banking report to view a list of all on hold payments. 

Run the Report

  1. Click the navigation menu > Management > Reports page

  2. Open Receipts on "Hold" from Banking report

    1. Location: Select the location to base this report on
    2. Date: Select the period to base this report on
    3. Bank Acc: Select the relevant bank account
    4. Providers: Select the provider(s) to base this report on
    5. Show Inactive Providers as well: Tick to include inactive providers
    6. Show Hidden Bank Accounts as well: Tick to include past bank accounts
    7. Click OK 

Report Details



 The date of the receipt.

 Receipt ID

 The receipt ID automatically generated.


 The amount placed on hold.


 The patient the receipt belongs to.


 The Provider of the patient.

 To be banked to

 The bank account the receipt should be banked to.


Place a Payment on Hold / Exclude from Bank Slip

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