Reversed Invoices Report - Audit Trail

Centaur Software

June 19, 2020 04:40

In this article you will find the following:

The Reversed Invoices audit trail report provides a history of all invoices that have been reversed in the specified time period.

Click the navigation menu > Location Setup > Security page
Record toolbar > Audit trails > Reversed > Reversed Invoices report...
1. Location: Select the location or <Any Location > from the drop list if applicable
2. Date: Select the period to base this report on
3. Common Reasons List: Select the reasons to base this report on
4. Show Inactive Reason: Tick to include inactive reasons

Invoice ID	The unique ID for the particular invoice
Amount	Shows the amount reversed
Date Reversed	The date and time the invoice was reversed
Employee / User name	The user responsible for reversing the invoice Unknown will show if security is not turned on reversing invoices Set Security on Modules/Features/Actions Set Security Permissions
Responsible Party	The Patient/other responsible for paying the invoice
Patient	Name of the patient linked to the reversed Invoice
Reason	The reason the employee/user selected during the reversal Details will only show if using the Reason for Deleting feature
Detail	The notes the employee/user selected during the reversal Will only show if using the Reason for Deleting feature