1. What you need to know
1. All accounts are considered in the general ledger accounts catalog.
2. Search the information by choosing the required account or accounts.
3. The report includes the opening and ending balance per account.
4. The system will display the following information:
Date
Period
Account
Department
Service unit
Policy Number
Document No
Patient Encounter
Description
Type of Movement
Product category
Code
Product name
Client/Provider
RFC
Owe
Have
Balance (on the first row)
2. The benefits
To search and view the movements of the accounts.
3. Start report
1. Open the window "Auxiliar Account".
2. Select the period, open the dropdown menu and choose the account or accounts you wish to add to your search criteria.
3. Click on the Search button.
4. Verify the information displayed and click on Printer button to generate report.
