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Unearned Income Report: Unearned Allocation

This report shows all families where one or more patients have Unearned Income with subsequent completed procedures. These patients may need to have their unearned income allocated to procedures.

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Unearned Income, Unearned Allocation.

  1. Select the Unearned Types to include or check All. Prepayment is the default. Set up additional unearned types in Definitions: PaySplit Unearned Types.
  2. Check Exclude families with a net $0.00 unearned income balance if desired.
  3. Filter Providers and Clinics or check All.
  4. Click OK to generate the report.


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