Difference between revisions of "Cash Reports"

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Below is a list of all the Appointments Reports and what they show.
 
Below is a list of all the Appointments Reports and what they show.
*Day Sheet -  
+
*Day Sheet - Shows the Sales and Payment details on any specified day per patient. Also contains the details of any Adjustments or Refunds processed.
*Weekly Summary -
+
*Weekly Summary - Shows the Sales and Payment details for any 7 day period. Also contains the details of any Adjustments or Refunds processed.
*Month Comparison -
+
*Month Comparison - Details Gross figures for any 12 month period and the previous 12 month period. Percentage changes between the 2 periods are also shown.
*Payment -
+
*Payment - Calculates the amount processed per Payment Type for the date range specified.
*Sales -
+
*Sales - Calculates the amount processed per Product Type for the date range specified.
*Account -
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*Account - Shows all Patient records with a positive or negative outstanding account balance up to a specified date.
*VAT -  
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*VAT - Displays the VAT breakdown for all Sales and Refunds processed over the specified date range.
  
  

Revision as of 08:17, 16 May 2019

Below is a list of all the Appointments Reports and what they show.

  • Day Sheet - Shows the Sales and Payment details on any specified day per patient. Also contains the details of any Adjustments or Refunds processed.
  • Weekly Summary - Shows the Sales and Payment details for any 7 day period. Also contains the details of any Adjustments or Refunds processed.
  • Month Comparison - Details Gross figures for any 12 month period and the previous 12 month period. Percentage changes between the 2 periods are also shown.
  • Payment - Calculates the amount processed per Payment Type for the date range specified.
  • Sales - Calculates the amount processed per Product Type for the date range specified.
  • Account - Shows all Patient records with a positive or negative outstanding account balance up to a specified date.
  • VAT - Displays the VAT breakdown for all Sales and Refunds processed over the specified date range.


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