Shows a history of payments that have been entered and then deleted, including when they were deleted, and by which user.

Shows the average amount issued per invoice per month.

Shows the average number of days between invoice date and payment date for each client.

Shows a history of invoice batches, with all invoices included in each batch. This report can be filtered to show only invoices for specific clients or client types.

Shows a more detailed view of invoice batches, including which user created the batch.

Shows invoice batches with invoice date and bill period start and end date, but without individual invoice numbers or client details.

Shows a detailed view of invoice batches, with each invoice on the batch shown individually, including all schedules making up the invoice, the number of billed units and the billing rate.
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Shows all schedules for each service type within a set period, including the total amount billed, total amount paid and profit margin percentage.

Shows the total number of units and total amount billed for each client during a specified time period.

Shows the total number of units and total amount billed for each client during a specified time period, including the dates of service.

Shows all invoices with an outstanding balance for each client, including the invoice total and outstanding balance, and an overall total outstanding for the client.

Shows all outstanding invoices for each client during a specified time period.

Shows all invoices for each client during a specified time period, including the billing rate, and the source for that rate (for example, whether the rate is set in the Office Settings, is a client-specific rate, a rate from an authorization etc.).

Shows all invoices for each payer during a specified time period, including the billing rate, and the source for that rate (for example, whether the rate is set in the Office Settings, is a client-specific rate, a rate from an authorization etc.).

Generates an account statement for a specified client, which can be downloaded and emailed or printed. Dates are selected automatically, based on the first and most recent invoices for the client.
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Generates an account statement for a specified client over a specified date range, which can be downloaded and emailed or printed.

Shows details of each payment received within a specified date range.
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Shows each billed schedule within a specified date range, including bill rate, hours and total amount, grouped by client.

Shows all invoices for each client during a specified date range, including the invoice amount and balance outstanding. Note that this report does not have to be set to display an entire year; it can cover any date range.

Shows all schedules within a specified date range, including total amount billable and payable, liability and gross profit and margin percentage.
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Shows schedules within a specified date range, grouped by caregiver, with the total payable amount for each. This report will show whether the schedule has been paid yet, as well as a total projected pay amount for the caregiver.
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Shows all expenses on shifts within a specified date range, grouped by caregiver.
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Shows all expenses on shifts within a specified date range, grouped by client.
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Shows total billing revenue, payroll expense, profit and margin percentage for each client over a specified date range.

Shows all invoice adjustments within a specified date range.
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Shows invoices within a specified date range with outstanding amounts shown by age in 15 day increments. Increments are totaled.
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Shows invoices within a specified date range, grouped by client with outstanding amounts shown by age in 15 day increments. Increments are totaled by client and across all clients.

Lists all invoices for each client during a specified date range, including the invoice amount and outstanding balance.
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Shows all invoices within a specified date range. The client and payer will be displayed, along with any payments, credits/adjustments, deposits and/or refunds applied and the total balance outstanding.

Shows a basic summary of invoices, including the batch they are linked to.

Shows a summary of invoices within a specified date range, grouped by client's care coordinator.

Shows a summary of invoices over a specified date range, including client referral source.

Shows a summary of invoices for schedules within a specified date range.
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Shows a summary of invoices within a specified date range, including billed units.

Shows a list of payers with the invoice type used for each.

Shows all payments received within a specified date range.
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Shows the total amount invoiced to each client over two specified date ranges, and the variance between the two.
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Shows all invoices with an outstanding balance, including the client admission type (ALP or IHC).
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Shows all outstanding invoices within a specified date range, including client name and invoice batch.

Shows all payments received within a specified date range, grouped by client. Payments are totaled by client and overall.
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Shows all payments received on invoices within a specified date range, grouped by payer.
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Shows all overpaid invoices within a specified date range, including the amount available to be applied to other invoices.
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Shows total amount paid to each caregiver within a specified date range. Pay is broken down into regular, holiday and overtime pay. Amounts paid for travel time, mileage and expenses are also shown.
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Shows invoices within a specified date range, grouped and totaled by care coordinator.

Shows all invoices within a specified date range, grouped by client, including total billed amount and bill units.