Details:

Use the RGA Register Report to view RGA information, including lost claims (Administration > Reports > Accounting > Accounts Receivable > RGA Register). Use the Preview Report tab to select the information that you want to be displayed.


Filters

 - 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.

Not Invoiced

RGAs that are in a new status and have not been sent.

Balance Due

Current balance due on Open Invoiced (sent) RGAs.

Based on Date Range

Unclaimed

RGAs that were cancelled in the date range.

Invoiced

RGAs that were Invoiced (sent) in the date range.

Claims Paid

Credit, Cash, Inventory received in date range to reduce RGA Balance.

Lost Claims

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

Invoiced (sent) RGAs in the date range and were also closed - completed in the date range.

Claims Paid

Of the RGAs invoiced and closed in the date range - this is what was paid.

Lost Claims

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

Category

Function

Administration – Reports

Can Access Reports Tree Branch

Can Access Reports - Accounting