91福利社Home Care now includes a Prior Period Adjustments (PPA) section within the Earned Revenue report, providing greater financial transparency, auditability and compliance. This enhancement streamlines billing operations by enabling users to track revenue‑impacting changes made to closed financial periods, ensuring accurate and GAAP (Generally Accepted Accounting Principles)‑compliant revenue recognition.
To access the PPA section, organizations must be using the closed accounting date feature, and users must have access to the Earned Revenue report and General Ledger Package.
To give a user permission to access the Earned Revenue report and the General Ledger Package, navigate to the employee’s profile and select Permissions from the Quick Links menu. In the Reports section, navigate to the Billing/Financial Reports section and select the checkboxes next to Earned Revenue and General Ledger Package. Click Save to finish granting the permissions to the user.
Employees tab ➜ Employee Center ➜ Quick Links ➜ Permissions ➜ Reports section ➜ Billing/Financial Reports ➜ Earned Revenue ➜ General Ledger Package ➜ Save
To access the Prior Period Adjustments section in the Earned Revenuereport, navigate to the Report Center under the Reports tab. In the Billing/Financial Reports section, select Earned Revenue.
Reports tab ➜ Report Center ➜ Billing/Financial Reports ➜ Earned Revenue
The report can be filtered by Branches, Payers, Task Visit Date, Task Completed Date, and Time Frame. Check the box next to Include PPA to include the PPA section in the report. Once the desired parameters have been selected, click Generate to generate the report.
Once generated, navigate to Completed Reports under the Reports tab and click on the Earned Revenue Report hyperlink to download an excel file of the report.
Open the report and scroll down to the Prior Period Adjustments (PPA) section to view the data. This section includes Adjustment Date (PPA) and Modified By (PPA) columns. The Grand Total line also now reflects both the bound and unbound total and the prior period adjustments total. Please note that this section displays data only if prior period adjustments are present.
Updated on 03/19/2026