Unmatched Payments

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.

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

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

Step 2. Click the ‘Unmatched Payments’ card

Step 3. Optional: add a Filter for Billing Provider

Step 4. Click ‘Run Report’

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 6. To download report click ‘Download’

CSV is a universal spreadsheet format that can be opened using any spreadsheet program.

Simple as that!