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What are rollups?

What are rollups?

Owned by Stephanie Smith
Last updated: Dec 31, 2024
1 min read

Rollups are a group of entries, similar to how an invoice would include a specific set of entries. Rollup functionality allows a quick view of every rollup in the system along with the current status. Included entries are determined by the rollup setting on the service code. This field is called Billing Rollup Type and pertains to the ID number listed per client per service code on the billing file and report. They include:

  • None - Each entry has a unique billing rollup ID number

  • Daily - Entries with the same date, service, and client have the same billing rollup ID number

  • Weekly - Entries in the same week for the same service, for the same client, have the same billing rollup ID number

  • Monthly - Entries in the same month for the same service, for the same client, have the same billing rollup ID number

There are two rollup reports available. To access:

  1. Select Reports from the main menu

  2. Select Billing Reports from the submenu

  3. Select either Rollups Report or Rollups Details Report from the flyout menu

Please see the Reports Guide in the Help Center for more information.

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