Performing Insurance Functions > Posting Bulk Payments
You can run an Accounts Receivable report specifically for insurance carriers by selecting Reports > Financial > Accounts Receivable by > Insurance Carrier from the main menu.
When running the Accounts Receivable report to follow up on insurance receivables, consider using the All Credit Balance Accounts and All 30+ Day Balance Accounts options. When running a past due report or printing a report to coordinate with the Bulk Insurance posting function, you may want to limit the report to a single carrier.
A credit balance report can pinpoint accounts with the following problems.
A past due balance report for 30 to 90 + days can pinpoint accounts with the following issues.