Hey Lesley!

We currently don’t have an "unallocated payments" report, but we do have reports that can basically help you track payment allocations. The 'Payment Allocations' report shows detailed information about all payment allocations, including unexplained payments. In this report, you can see payments moving between different columns (Patient, Site, Practitioner, Sundry). Unexplained payments, which are similar to unallocated payments, will move back to the 'Site' column.

You can also use the 'Payment Allocation Totals' report where in the 'Site Movements' column you can often fin unexplained payments or advanced payments for treatments not yet invoiced.

Have you had a chance to try these reports? If you’d prefer a more direct way to track unallocated payments, let me know. I’d be happy to share that feedback with our Product team.