Print and Update Cash Receipts using the Combined Cash Receipts Report & Update Page

Use this procedure to print a Combined Cash Receipts Report of client, non-client, company bill insurer receipts, and vendor receipts/payables.

You should verify that all individual receipts are accurate before responding Yes to the system prompt "Do you want to update the Cash Receipts from this report?"

Print a Combined Cash Receipts Report

1. From the Sagitta Home Page , click Accounting >Accounts Receivable > Receipts and select Combined Cash Receipts Rpt & Upd. The Combined Cash Receipts Report & Update page appears.
2. Enter any cash receipt or report description information you want to include in the report.
   See Combined Cash Receipts Report & Update page if you need additional help completing this page.
3. Click Save. The Save Successful message appears.
4. Select an option on the Print Options bar.
5. If you select Adobe, The system prompts you to update/print checks based upon the report. Select Yes or No. You should verify that all individual items on the report are accurate before responding Yes to the system prompt.
6. Selecting the Screen option does not update cash receipts.