In Jane, there are two types of payment dates you can edit: the Received At date (when the payment was received) and the Applied Date (when the payment was applied to an invoice). Each date affects different reports, so it’s worth knowing which one you need before you start.

Here’s how each date maps to Jane’s reports:

• Received At date — affects the Transaction Report
• Applied Date — affects the Compensation Report

📣 Heads up: Editing the Applied Date will change the values in your past reports. If any affected pay periods or months have already been reconciled, let your bookkeeper know before making changes.

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Editing the Received at Date

1. Billing > Insurer Invoices > Insurer > Payments
2. Click View on the relevant payment
3. Click Edit to the right of the trash can icon
4. Edit date in Received At field
5. Click Save

📣 Heads up: If the insurer payment was made by credit card through Jane Payments, the Received At date cannot be edited. The date is locked to match the actual charge date on the bank statement.

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Editing the Applied Date

1. Billing > Insurer Invoices > Insurer > Payments
2. Click View on the relevant payment
3. Click the pencil icon next to the unapply button
4. Update the Applied Date field > Save.
5. In the confirmation prompt, click Yes, Change the Date.

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What to Expect

After editing the Received At date, the updated date appears in the Transaction Report the next time it’s run for that date range.

After editing the Applied Date, the updated date appears in the Compensation Report. Any previously generated Compensation Reports that include the original date will reflect different values if run again.

Important Notes

• Only staff with Full Access and above can edit payment dates.
• If an insurer payment was processed by credit card through Jane Payments, the Received At date is locked and cannot be edited.

Related Guides

• How to Edit the Received and Applied Dates for Patient Payments
• Compensation Report
• Transaction Report
• Staff Access Levels