Unmatched Payments can throw off Reporting. Use the Unmatched Payments report to ensure you don’t have any sneaky Unmatched Payments causing confusion in your Reporting.

For instructions on how to match up unmatched payments, refer to this Help Article: Unmatched Posted Payments

Step 1. On the Navigation Bar, click ‘Reporting & Analytics’

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

Step 2. Click ‘Accounts Receivable’

Step 3. Click ‘Unmatched Payments’

Step 4. Optional: add a Filter for a Billing Provider.

Click ‘Run Report’ to apply the changes

Step 5. Click ‘Bill ID’ to navigate to a Bill 

Clicking on a Bill ID will open it in a new tab in your web browser.

Step 7. To download the report, click ‘Download’

The file will download as a .csv file, which is a universal spreadsheet format that can be opened using any spreadsheet program.

Simple as that!