Scenario: You are trying to locate a report your Auditor wants.
The key is to understand what data is displayed on a variety of reports. Auditors generally want standard data so here are some starting points.
Check the following items:
Collection Dashboard / Reports
Category Payment Summary is a great report for the monthly big picture. Make sure you have assigned a category to every rate code in rate setup.
Fiscal YTD AR Activity by PIDN and Category Displays all activity for the fiscal year. It is normally run by entering the last day of the fiscal year so you know the starting balance, all activity, and ending balances.
Receipt log is every receipt processed.
Specialty items include write-offs, credits, voids and refunds.
These are all standard Auditor requests.
Learn about reports under HELP / Quick Answers and print the reports pdf.
If you confirmed the above troubleshooting items then a support team member will need to review the PIDN you are trying to pay.
Version 5.0 of iGovServices
Last updated on: 12/16/2022
Updated by: CS
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