Viewing Payor Change History

As of 7.5.0, from the Receipt Review screen, you can click the View Payor Change History task from the Accounting Activities task category to open the Payor Audit History screen, as shown below. From this screen, you can view details about changes made to the payor on the selected order line receipt.

You must belong to the "Accounting Manager" security group in order to see this task and access the Payor Audit History screen.

See Also:

·            Overview: Working with Receipts

·            Entering a Receipt

·            Adjusting an Overpayment

·            Entering a Rapid Receipt

·            Reviewing Receipts

·            Personify360 Payment Distribution