Use the RGA Register Report to view RGA information, including lost claims. Use the Preview Report tab to select the information that you want to be displayed.
Administration > Reports > Accounting > Accounts Receivable > RGA Register
- Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
Lost Claims Summary Report
The table below summarizes the columns that display on the report when you select Report - RGA Lost Claims - Summary on the Preview Report tab.
|Based on Current Date
Not paying attention to report date range - calculating as of current date.
||RGAs that are in a new status and have not been sent.
||Current balance due on Open Invoiced (sent) RGAs.
|Based on Date Range
||RGAs that were cancelled in the date range.
||RGAs that were Invoiced (sent) in the date range.
||Credit, Cash, Inventory received in date range to reduce RGA Balance.
||RGA balances that were written off in date range.
|Invoiced and Closed in Date Range
For perspective on a vendor's performance. Calculates for RGAs Invoiced (sent) and Closed in the date range
||Invoiced (sent) RGAs in the date range and were also closed - completed in the date range.
||Of the RGAs invoiced and closed in the date range - this is what was paid.
||Of the RGAs invoiced and closed in the date range - this is what was NOT paid
What is the difference between the Date Range numbers and the Invoiced/Closed date range numbers?
The date range numbers could contain "Lost Claims" where you are writing off an RGA from 2-3 years ago. The Invoiced/Closed date range numbers are transactions that were all inclusive in the date range.
Security Permissions Required
|Administration – Reports
||Can Access Reports Tree Branch
|Can Access Reports - Accounting|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
Did you find it helpful?Send feedback