Collections Report

Overview

For clients who receive a digital 835 and can upload it into their Ankota system, the Collections Report is an excellent tool for reviewing your paid invoices. The diagram below helps outline this general process. For further details, see below.

Collections Report

Once you have processed your 835, you will want to look at the Collections Report.

• Click Collections Report

• Put in the Deposit Date
• Click Refresh

• Once your report is generated you can export it as an Excel, PDF, or Word file.

For the next step, go to the Exceptions Report.