A report is available that helps project billing revenues. This report is run from the Authorization screen. Here are the steps:
- Filter on whatever authorizations you want in the Billing Projections report. This uses the same filters that you use to list Authorizations.
One exception is using the Begin and End Date filters. These are used to select a span of dates that checks for the Authorization end dates. So for example, if you set the Begin Date for 7/1/18 and the End Date for 7/31/18, the list of Authorizations for the report will be all those with an Authorization End Date between 7/1/18 and 7/1/31:
Once the filters are set, click the "Refresh" button to list the Authorizations. Although this is not a requirement to generate the report, it's a good idea to see all the Authorizations that will be included in the report.
Click the "Billing Projections" button (the * button):
A report will be generated that looks something like this:
This report is meant to be exported to Excel, which is why there is no formatting. Click the button indicated above to export (use Excel "Data Only"):
- The report in Excel will look something like this:
Units Used - The number of units that have been used up until now.
Units Auth - The number of units that are authorized.
Fee Per Unit - The fee per unit as set on the Authorization.
Billable Amt - The amount that would be billed if the billing were done right now.