Transactions Report

Brief Overview

The Transaction Report can be used to show the transactions within a set period including the amount billed (debit) and received payments (credit) on the invoices. This report uses the invoice creation date

Note: This report is only available to users with Practice Admin access.

 

The Short Version

  • Go to Reports > Transactions Report
  • Filter the report as required
  • Save as Favourite (if you need to run this report again in the future)
  • Click Show
  • Download Excel as required

 

Instructions

1. Go to Reports > Transactions Report.

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2. Select if you would like a Daily, Weekly or Monthly report in the Report Type dropdown.

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3. Use the filters as required:

  • Doctor - You can select multiple providers from your list of users or leave blank to show all providers.
  • Location - Select locations from the dropdown or leave blank to show all locations. 
  • Period - Select a specific date or the radio button options.

4. Once you have added all filters, if this is a report which you would like to run again in the future, click Save as Favourite.

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Name the favourite and Save.

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Next time you run this report you can select your Favourite and your filters will be automatically added. 

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5. Click Show to run the report. 

This report will show the following information using the invoice creation date:

  • Invoice Number
  • Provider
  • Location
  • Account holder
  • Description (The description will show the Notes added on the invoice). 
  • Amount billed (debit)
  • Amount paid (credit)

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Note: If there are multiple pages, use the Items per page dropdown to increase the items on the page. 

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6. Select Download to Excel if you would like to export the report in xlsx.

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