<< Click to Display Table of Contents >> How to Print |
![]() ![]() ![]() |
1. Select Report Dashboard from the TruBridge EHR Application Drawer.
2. Select AP Summary Trial Balance.
3. Select printing parameters:
•Facility: Select the desired Facility. (Only Facilities selected for access under that User Based Login will be available for selection.)
•Company: Enter the company number for which the report is being run.
•Vendor: Enter a vendor number to run the report for a single vendor or leave blank to run for all.
•As Of Date: Enter the desired As Of Date or select from one of the available options in the drop-down menu:
▪Previous Day
▪Last Day of Previous Month
•Exclude Zero Balance Vendors: Select this option to exclude vendors with no balance.
•Sections to Exclude: Select the desired sections to exclude from the report results:
oExclude Grand Totals
•Miscellaneous
▪Level of Detail: Use the drop-down menu to select the desired level of detail:
oDetail
oSummary
▪Include Cover Sheet: Select this field if a Cover Sheet should be included in the report results.
▪Safe Mode: Select this field if the report should be printed in Safe Mode.
▪Output Format: Select the desired Output Format from the drop-down menu:
oPDF
oXML
oCSV
oHTML
oMAPLIST
oTXT
Once the desired parameters have been completed, select Run Report from the Action Bar.