Reports to Find Credits and Refunds

When credits and refunds are processed, the actions can be viewed in several different reports. The reports noted below are located within Reports > Accounting.

The Refund report displays refund information based on the actual date it was entered into RevolutionEHR. If the payment was voided and reposted, the report date does not change. e.g., A refund is entered into RevolutionEHR on June 15, voided, and subsequently reposted with a date changed to June 14. The refund report reflects June 15 as the refund date.

• Refund reports:
  • Receipts Report displays (-) receipts.
  • Deposit Report displays (-) deposits.
  • Ledger Posting Report displays:
    • Ledgers
      • Receipts
      • Office Credits
• Grant Credits report:
  • Ledgers
    • Receipts
    • Sales Credits
• Credit/Refund vis Grand Credit modal:
  • Ledger Posting Report
    • Receipts