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Using the Compass Billing Accounts Receivable Report

  • Updated

Accounts Receivable Report 

Left-Hand Navigation: Compass Billing » Reports » Accounts Receivable Report 

View and sort transaction activity, collection rates, outstanding accounts receivable, and chapter balances within a specified date range. 

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The Accounts Receivable report in Compass Billing now includes a breakdown of each chapter's beginning balance, charges, credits, payments, and ending balances for a specified date range. It also provides the chapters' collection rates and A/R percentages. 

The report is available if your organization subscribes to Compass Billing and is available in the Compass Billing module under the Compass Billing Reports section.  

  • View all chapters on one screen or filter the chapter list by national group and/or status. 
  • The report can also be exported to Excel or PDF. 
  • You can select any chapter within the list to access the individual chapter record. 

Notes:

  • Filter by a Report Date, International Group Type, chapter Status and click "Update Report"
  • Can export in a PDF or Excel  

  • Formula to calculate Collection Rate: Payments ÷ (Beginning Balance + Debits - Credits)