Home Forums Discussions Feedback and Recommendations outstanding account

OK- so I have only been in practice as a solo for about 7 months. I am using office ally for submission of claims and Quick books for my business acounting. I need a better system for outstanding balances. Is there any way AC can pull up claims that are not paid in full? I was looking for it but haven't found it. Any other suggestions or solutions? I can't justify a billing agency yet-4-5% of receivable is a lot when you are only pulling $10K a month.HELP!

As you have undoubtedly read, AC has very weak fincancial capabilities at present, though I think over the next few months, beginning with Version 4, it is to be improved substantially.

Currently, the only way I know to do anything close to what you just described is to use the financial administration option and pull a report. If you have input (by hand of course) on the invoices the payments as they came in, including the write-off, then the report can show all encounters and the balance due. Balance dues > 0 are the ones you are looking for.

If you are already using office ally, why not use practice mate (its free). You can run your reports there. Those aging reports can be quite eye opening!

it seems to be such a pain doing double entry.

Speaking of which, it is March. Anyone hear from AC yet about 4.0???