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Jun 26, 2013 at 05:50 PM

Create A AR Report for Customer with short payment or Payment difference

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I have a requirement where i have to create a report to identify customers with short pay every day/weekly, It may be a query or a report.

Would something like this be possible where the document # could show the value, then payment applied, and if not equal to 100% show those documents?

Example: Invoice 90623643 is for $1600 and payment posted against it is only $1535. Lockbox just posts this as a partial payment and we aren’t aware of the short pay until 60-90 days down the road.

If the query/Report could show this and then we would research and find out they short paid pricing and get a PC entered and credit issued or reason for denial of claim on a timely basis.

Please review my comments and advise your thoughts.

Thank You

Hrusikesh