Running Business Reports

These reports show financial data in revenue reports and operating/expenses.

Go to Accounting >> Accounting Form >> Reports >> Reports and select Business from the Report Category list.
Then select a report in the Report to Run list.
Set up the filters to select the data to be run for the report.
Click on Run Report to generate the report.

Click on Business report below for a more detailed description:

REPORT	DESCRIPTION
Bank Reconciliation Items	This report shows transactions that have been included in a bank reconciliation.
Business Payments	This report shows receipts that have been made between certain dates.
Client Grouping Revenue Report	This report allows you to report on revenue brought in by each client group.
Clinician Appointment Revenue Report	This report shows Revenue generating activity, split by each Clinician.
Clinician Revenue Generated Report	This report provides a breakdown of Revenue generating activity by clinicians based on the treatment having been provided in summary format with totals only.
Clinician Revenue Generated Report - Detailed	This report provides a breakdown of Revenue generating activity by clinicians based on the treatment having been provided, listing all treatments in detail.
Clinician Revenue Paid Report	This report provides a breakdown of Revenue generating activity by clinicians based on the treatment having been provided and having been paid.
Clinician Revenue Paid Report - Detailed	This report provides a breakdown of Revenue generating activity by clinicians based on the treatment having been provided and having been paid.
Expenses	This report provides a list of any outstanding expenses sitting in the Money out system.
Insurer Revenue Report	This report shows the Revenue items charged to third parties based on a date band selected by you.
Products Stock Levels	This report details all stock currently on hand.