Is there a report in OnCore that the study finance team can run to see if payments are posted successfully? Is there a report that will tell teams that a check has been received and not applied to an invoice?

13 Jun Is there a report in OnCore that the study finance team can run to see if payments are posted successfully? Is there a report that will tell teams that a check has been received and not applied to an invoice?

OnCore has a report called “Unpaid Invoice Items Report” that shows invoices that do not have a payment applied to them. However, this report does not show whether funds have been received.  Alternatively, another report called “CTMS Protocol Lifetime Receipts Report” shows funds received that have not been applied to an invoice in the “Unapplied Payments” column.