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Balancing Collections Data Totals

Prerequisites

Procedure

  1. In PACS Collections, chose File > Export > Collections Data.
  2. Select the entities whose fiscal year was just rolled over.
  3. Choose Include Bills with Refunds Due.
  4. Choose Print Totals Only.

    Fiscal Year Process Rollover, Balancing, Export Collection Info dialog, 001

  5. Set the As Of Date to the same date displayed in the End Fiscal Year date column on the spreadsheet used in the previous procedures. For example, if the entity group's new fiscal year begins on 07/1/2012, the export should be generated for the As Of Date of 06/30/2012.

    Note All other options can be left at their defaults.

  6. Click Export.

Next Steps