Content

Introduction

This article is meant to assist you with the Financial Tab in a Case Screen.

If you have a question not addressed here, you can search at the bottom of this article in
Related Topics or you can Contact Support.

Case Screen: Financial Tab Layout

Image: “Case Screen: Financial Tab Layout”

Financial Activity

Image: “Financial Activity Section”

Show

Image: “Show Financial Activity Options”

Filter existing information in the extendedReach system by selecting the Financial Activities you wish to view.

Field Name Description
All Items
Adjustments
Charges
Payments

Charge

Image: “Charge Screen”

To add a charge to the extendedReach system, click on “Charge”.

Image: “Charge: General Screen”

Complete the information and “Save” or “(Save and) Add Another”. You can select “Print Invoice” after the information is saved.

Image: “Charge: General – Charge Information Screen”

Field Name Description
Charge Date
Type
Amount
Memo
Status
Bill To

Should you select “Days Care” under “Type”, the screen will change to the following:

Image: “Charge: General – Days Care Charge Information Screen”

Field Name Description
Charge Date
Type Days Care
Admin
Board
Start Date
Days Care
Placement With
Placement Type
Rate Level
Memo
Status
Bill To
End Date
Don’t count/post Days in Care
Caseworker

Image: “Charge: Leger Journal Entries Screen”

Field Name Description
Override
Do Not Post
Type
Account Number
Amount

Payment

Image: “Payment”

To add a payment to the extendedReach system, click on “Payment”.

Image: “Payment: General Screen”

Image: “Payment: General – Payment Information Screen”

Field Name Description
Payment Date
Type
Check Number
Amount
Memo
Deposit Date
Status
Payment From

Image: “Payment: General – Apply To These Charge(s) Screen”

By checking the box next to a charge, the eR system will calculate your payment.

Image: “Payment: General – Apply To These Charge(s) Screen”

By clicking directly on a charge, you will be routed to the Payment Screen.

Image: “Payment: General – Apply To These Charges – Details – General Screen”

Click on “Edit” to add information.

Field Name Description
Receivables Detail
Customer Information
Home Information
Balance Information

Image: “Payment: General – Apply To These Charges – Details – Ledger Screen”

The Ledger tab will provide you with detailed information. As always, be sure to “Save” your work. You can “Print Invoices” from here.

Adjustment

Image: “Adjustment”

To add an adjustment to the extendedReach system, click on “Adjustment”.

Image: “Adjustment: General Screen”

Complete the information and “Save”.

Image: “Adjustment: General – Adjustment Information Screen”

Field Name Description
Adjustment Date
Adjustment
Type
Apply To
Amount
Memo
Status

Image: “Adjustment: Leger Journal Entries Screen”

Field Name Description
Override
Do Not Post
Type
Account Number
Amount

Account Balance

Image: “Account Balance”

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