Custom Transaction Query (CTQ)

Custom Transaction Query (CTQ)

The Transaction Query Report is driven by the Posted Transactions. This Report will match the Payments & Adjustments Report if they are set up the same.

Transaction Query Report Criteria

Reports > Custom Transaction Query (CTQ)
  • Totals By: Choose how you want the Report Totaled By. Posted Transactions - Line is the Default.

Match to the Payments and Adjustments Report using Totals By: Posted Transactions - Code

  1. Add the Post Date range:
    1. Posted Transactions - Post Date Greater Than or Equal To (Date).
    2. Posted Transactions - Post Date Less Than or Equal To (Date).
  2. Add Procedure Billable Equals Yes.
  3. Add Posted Transactions - Significant Transactions Equals Yes.
  4. Totals By: Posted Transaction - Detailed Code
    1. Detailed Adjustments must be chosen on the Payments & Adjustments report.
  5. Select Run

Report Examples:

Custom Transaction Query


Payments and Adjustments

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