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Payment/Adjustment Report


This permission-based report is the first of three month-end reports coming to Axxess HomeCare. The Payment/Adjustment report enables agencies to follow up on payment collection and assess the organization’s financial health and direction for growth.


To give a user permission to generate the Payment/Adjustment report, navigate to the user’s profile in the Employee Center and select Permissions in the Quick Links menu. Scroll to the Reports section, and select Payment/Adjustment Report under Billing/Financial Reports. Click Save at the bottom of the screen.


Employees ➜ Employee Center ➜ Permissions ➜ Reports section ➜ Billing/Financial Reports ➜ Payment/Adjustment Report ➜ Save

To generate the report, navigate to the Report Center under the Reports tab. Select Payment/Adjustment Report in the Billing/Financial Reports section.


Reports ➜ Report Center ➜ Billing/Financial Reports ➜ Payment/Adjustment Report

In the Payment/Adjustment report, users can filter by by posting date or transaction date using the filters at the top of the screen.


Select the desired filters and click Generate Report.

Once generated, the report will go to Completed Reports for download. To access the completed report, navigate to the Reports tab and select Completed Reports.


Reports ➜ Completed Reports


In Completed Reports, select the report name to open it.

The report will open in Excel format for your review.


Updated on 11/18/2019