Collections Report

Overview

For clients who receive a digital 835 and can upload it into their Ankota system, the Collections Report is a tool for reviewing paid invoices. The diagram below outlines the general process.

Generating the Collections Report

Once the 835 has been processed, review the Collections Report.

1. Click Collections Report.

2. Enter the Deposit Date.
3. Click Refresh.

Once the report is generated, it can be exported as an Excel, PDF, or Word file.

Next Step

Proceed to the Exceptions Report.