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