The Payment Posting connect report has been updated to include payment adjustments so that the report will balance to the Billing Portal > Practice Summary Report based a Deposit Date range that matches what you run the Payment Posting Connect Report for , as shown here:
When viewing the exported connect report data, you can use excel tools to calculate and confirm that your numbers for the Payment Posting Connect Report balance to the system generated Practice Summary Report
If your reports don't balance then review the Not Balancing artcle posted in this Payment Posting Connect Report section for instructions steps to take to balance.
The updated export for the Payment Posting Connect Report contains new fields: Payment Method and Pay Adj Indicator:
Users can utilize these and all fields to filter data for the desired results. For example, using the Filter tool in Excel, users can filter in/out Pay Adj Indicator types and/or Payment Methods to achieve the desired results.
