Bill Payment

The Bill Payment export lets you study payment and allowance information outside daisyBill.

Here’s how it works.

Step 1. On the navigation bar, click ‘Reporting & Analytics’

Only users with the Role of Reporter or Administrator have this button.

Step 2. Click ‘Exports’

Step 3. Click the ‘Bill Payment’ section

Step 4. Optional: Select one or more ‘Billing Providers’

The report defaults to all Billing Providers.

Step 5. Select ‘Date Filter Type’

Deposit Date includes Bill Payments deposited in daisyBill during the selected Date Range.

Transaction Date includes Bill Payments transacted during the selected Date Range.

Step 6. Select ‘Date Range’

Clicking the date field displays prefiltered date options and a calendar.

There are two ways to select dates:

1. Click one of the suggested dates or date ranges from the left sidebar in the calendar
2. Click Custom Range and type in the desired date or date range for the export and click Apply

Step 7. Click ‘Download Export’

The download will begin prepping.

Once it is prepped, click ‘Download Export’. The Export will download immediately to your computer.

Step 8. To view Export History, click ‘Export History’

Step 9. To view columns included in the Export, click ‘Export Columns’

Everything you need at your fingertips!