Skilled Nursing Facilities

In the AP Reports section, click AP Trial Balance - New.

In the AP Trial Balance by section, select to generate the A/P Trial Balance by invoice date or fiscal period.

In the Select Vendor by section, select to run the report for just one vendor either by vendor Code or Name. You can also run the report for a Code Range or Group of vendors.

To run the report by Invoice Date, enter the As of date. To run the report for Fiscal Period, enter the fiscal period.

Select the Report Output Format from the list. 

Select the Sort By option. You can sort by Vendor Code or Vendor Name.

Select whether you want to the report in Detail or Summary in the Report Type section.

If you do not want to see aging buckets, clear Show Aging Buckets.

In the AP Reports section, click AP Trial Balance - New.

In the AP Trial Balance by section, select to generate the A/P Trial Balance by invoice date or fiscal period.

To run the report by Invoice Date, enter the As of date. To run the report for Fiscal Period, enter the fiscal period.

In the Facilities section, select the Include Inactive Facilities, if you need to include inactive facilities for the report. To run the report for specific facilities, set the option to Selected Facilities and the Facilities Selection window opens. Select all the required facilities and click Save.

In the Select Vendor by section, select to run the report for just 1 vendor either by vendor Code or Name. You can also select to run the report for a Code Range or Group of vendors.

Select the Report Output Format from the list. The options are PDF, HTML and EXCEL.

Select the Sort By option. You can sort by Vendor Code or Vendor Name.

Select whether you want to the report in Detail or Summary in the Report Type section.

If you do not want to see aging buckets, clear Show Aging Buckets.

Use the print options to print the report.