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Cash Receipts by Postee Report/Queue

Lists payments posted by postee within the specified date range of either Transaction Date (date entered by postee) or Journal Date (system generated transaction date).

This report/queue shows all cash transactions posted in a date range, listed by the user, with amounts for each transaction type. Cash transactions include payments, refunds, and payment adjustments.

Report/Queue Search Criteria

Report can be run by Transaction Date (posting date set by the biller) or Journal Date (posting date generated by the system) and sorted by multiple fields.

Displays a subtotal of the Amount Paid for each User and a Cash Grand Total Amount.

Queue Columns

The default queue columns include: Last Viewed On, Last Viewed By, Bill Number, Account Number, Posted By, Date of Receipt, Transaction Type, Transaction Description, Patient Last Name, Patient First Name, Patient Middle Name, Patient Suffix, Deposit Date, Payment Type, Payment Number and Payment Amount.

Queue only functionality: Hyperlinking EOBs 

When running the Cash Receipts by Postee Queue, AIM will hyperlink valid Payment Numbers to the associated EOB. This hyperlink is either established manually when posting the payment, or automatically via the Process Reconciliation feature. 

Payment Numbers are only shown as hyperlinks on the Queue version of this report.