Unearned Accounts Report

This Unearned Income Report shows a list of all accounts, by guarantor, that have Unearned / Unallocated Income regardless of any pending work. This helps identify Patient Prepayments that have not been allocated.

Note: To determine user access to these reports, see Report Setup: Security Permissions. The Unearned Income reports use the Complex Report System.

  1. In the Main Menu, click Reports, Standard Reports.
  2. In the Monthly section, click Unearned Income, then select Unearned Accounts.
  3. Filter by Clinic or check All. Results are based on the guarantor's assigned clinic.
  4. Click OK to generate the report.

Amount reflects the total unearned income on the account.