Financial Transaction Posting Summary

This article describes a 2024 planned feature delivered through the myAvatar Product Roadmap. This information is subject to change.

What are we doing?

Introducing a new product report to myAvatar titled "Financial Transaction Posting Summary".
 

Why are we doing it?

Organizations have been requesting reporting enhancements to generate billing data daily or on a recurring basis that can be exportable and used to easily report details such as expected revenue, contractual adjustments, A/R and payments made.

How are we doing it?

The "Financial Transaction Posting Summary" report is a complete listing of all transactions posted within myAvatar for a user-defined date range. It will be generated as a Crystal report and can be exported to CSV or Excel. This is a client-driven report and includes all billed and unbilled A/R. Since this report contains records of all transactions, the report is exportable and can be used to calculate:

• Expected Revenue
• Contractual Adjustments
• Accounts Receivables
• Payments