Billing Receivables by Month Dashboard

The Billing Receivables by Month report allows users to see how their receivables are trending with up to 24 consecutive months of data.

Billing Receivables by Month Dashboard Report Criteria

Set a Date of Service range by entering a to-from date or selecting one of the standard date range buttons. If applicable, you an enter an Ending Transaction Date and Transaction Date Type. Biller Generated will be the date entered by the user when posting a transaction. System Generated will be the date recorded by the system, regardless of what date the user entered. Users can also select specific Service Levels to filter the report by (otherwise, leave all Service Levels and Empty checked).

Select to either preview the report or download it to one of the Export format options available.

Report Output

The report will break down, month-by-month, the total number of bills, gross charges, total contractual allowances, as well as a calculation of net charges. The report also specifies any payments, adjustments, or write offs. 

The report also details the current monthly balance, as well as provides averages for the Gross Charges per Bill, Net Charges per Bill, Payments per Bill, and even a Net Collection Percentage. These metrics, when shown month-by-month, help the user understand their receivables growth over time. Even further, this is illustrated on the last page of the report by charts that will populate:

1. Bill Count shows the number of bills entered into the system each month.
2. Payments vs Net Charges provides a breakdown on the amount of total payments versus the total charges for that month.
3. The Percent of Net Collected chart illustrates what percentage was collected based on the charges for that month. 
4. Payments vs Net Charges (Per Bill) is similar to the Payments vs Net Charges, except it is based on an average amount per bill.