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Payment by Posting Date - PM

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Generate a report that displays details for all payments posted based on the posting date.

myAvatar PM > Billing > Remittance Processing > Payment by Posting Date

  1. In the Report Type field, select whether to compile the report for:
    • All Users
    • Check Number
      Enter the specific check number in the Check Number field.
    • Client ID
      Enter the specific client in the Client ID field.
    • Receipt Number
      Enter the specific receipt number in the Receipt Number field.
    • User ID
      Enter the specific user in the User ID field.
  2. In the Start and End Date fields, enter the date range to include in the report.
  3. Click Process to generate the report.