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      Monthly Alle Pay Audit

      This article is for the accounting team and will explain how they can audit Alle Pay Payments for Legacy Providers

      Legacy Providers can now use Alle Pay when checking out patients. Here is what the Alle Pay field looks like on the checkout page for Legacy Providers. It's labeled Alle Payment with Cherry. 

      Screen Shot 2024-09-06 at 18.44.24

      All Legacy Providers have their Alle account linked to Portrait's SVB bank account. To confirm the amount they entered matches the amount received in our bank account follow these steps: 

      1. Login to Alle For business and navigate to business Insights. 
      2. Click on "transactions and reimbursements" filter by date and then download the reportScreenshot 2024-09-13 114821
      3. Once the report is downloaded filter column J "Transaction & Reimbursement" type by "Amount financedScreenshot 2024-09-13 115235
      4. Confirm the amount matches the amount received in our bank account.  

      Couple of things to keep in mind: 

      • It takes 4 business days for the transaction to show up on the report 
      • The report will include Legacy and Lite Providers. We only need to be concerned with Legacy Providers.