Dashboard Manual
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Accounting
- Customer Statement
- Creating an Explanation of Benefits
- Editing Transaction Details
- Posting an EOB
- Rolling Transaction Back to Proofing
- Open an Existing EOB
- Review a Posted EOB
- Edit Current Fiscal Year
- Closing the Fiscal Year
- Accessing a Customer
- Adding a Denial Reason
- Adding a Previously Paid Invoice to an EOB
- Create a Credit