Month End: Yearly Aging Summary
This report is currently in Limited Release to a select group of Members and will be gradually rolled out over the following weeks.
The Yearly Aging Summary is a Data Table style report containing a breakdown by month for your accounts receivables aging at the close of each month throughout the year. Unlike other Month End aging reports, the Yearly Aging Summary provides a snapshot comparison for each month-end aging, allowing you to see a history for the past twelve months.
Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.
|This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions.|
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
|Month||The closed month|
|Year||The year of the closed month|
|Charges||Total charges for the month|
|Payments||Total payments posted for the month|
|Adjustments||Total adjustments posted for the month|
|Current||The clinic’s outstanding balance between 0-29 days old by charge date|
|30 Days||The clinic’s outstanding balance between 0-29 days old by charge date|
|60 Days||The clinic’s outstanding balance is between 60-89 days old by charge date|
|90 Days||The clinic’s outstanding balance is between 90-119 days old by charge date|
|120 Days||The clinic’s outstanding balance is between 120-149 days old by charge date|
|150 Days||The clinic’s outstanding balance is between 150-179 days old by charge date|
|180 Days||The clinic’s outstanding balance greater than 180 days old by charge date|
|Balance||The clinic’s total outstanding balance for all time|
|90+ Days||Aging percentage over 90 days|