How do I produce a payment description file report for office-wide use?

The Payment Description File report provides a detailed list of payment and adjustment codes across all offices. This report is essential for financial teams to track and manage payment descriptions and adjustments, ensuring consistency in records.

With this feature, users can sort the data by code or description, generate the report, and share it in multiple formats such as PDF, email, fax, or print. It is a convenient way to access and document payment-related data for organizational use.

Steps to Follow

Step 1: Login to the Application

• Enter your credentials to access the system.

Step 2: Navigate to the Payment Description File Section

• Go to the File menu.
• Select Information File and then click Payment Description File.

Step 3: Choose Sort Criteria

• Select how you want the data to be organized:
  • Code
  • Description

Step 4: Generate the Report

• Click the Review Results button to create the report, which will display:
  • Code: Unique identifiers for payment/adjustment types.
  • Description: Details or explanations of the codes.

Step 5: Manage and Share the Report

• Use the following options as needed:
  • Download PDF: Save the report for offline access.
  • Email Report: Share the report via email.
  • Fax Report: Send the report directly from the system.

Step 6: Print the Report

• Print Report: Use the Print Report button for immediate printing.