Locking the AR Report

Management and Administration
1

juggernautsei wrote on Tuesday, February 04, 2014:

We are having a problem with the AR reports that we are giving to the accountant from the OEMR reports.

The account balances are changing because when we enter payments for visits that were created in the previous month, the system is changing the balance of the previous month instead of it “LOCKING” the previous months balances. So, when we pull an AR report for November (Now, in January), it is not the same as the report that we pulled in November 2013.

Is there a work around for this?

Thanks!

2

juggernautsei wrote on Tuesday, February 04, 2014:

Maybe I should ask a different question.

What is the right way to pull and A/R report? What items should be selected to pull the proper and repeatable A/R report.