Unearned Income Summary
The Unearned Income Summary totals invoices that have been billed but have future-dated items not yet brought to account. Use it to track income committed to programs and brought-to-account payment plans before the service is delivered.
This report is designed for programs and brought-to-account payment plans. Practices that do not use future-dated billing will see little or no data.
Run the report
- Navigate to Accounts > Unearned Income.
- The Unearned Income Selector dialog opens. Select the billing location. The report runs for a single location only.
- Set any additional filters in the selector, then click Go to generate the report.
Use this report to
- Track income owed against programs and payment plans.
- Reconcile billed-but-not-yet-earned income with management accounts.
- Identify items that are overdue to be brought to account.
Income reports such as the Finance Summary only recognise items once they reach their service date. Unearned income sits outside those totals until the service date arrives.