What financial reporting is available?

To analyse, report on or export financial information click on the menu in the toolbar, highlighted below:-

and select Finance

Use the tabbed interface to select the information that you require

The available Finance views are:

  • Outstanding Invoices
  • Bad Debt
  • Paid Invoices
  • Non Invoiced Appointments
  • Expenses

Outstanding Invoices

This view allows you to see all invoices that are at an "Unpaid" status. You can click on any Invoice to take you through to view it in more detail, and here you can print, delete or mark an Invoice as "Paid".

Bad Debt

This view allows you to see all invoices that have been marked as "Bad Debt" and deemed as non-collectable.

Paid Invoices

This view allows you to see all Invoices that have been marked as "Paid". You can click on any Invoice to take you through to view it in more detail.

Non-Invoiced Appointments

This view allows you see all the appointments that have not yet been invoiced along with a count at the top of the view.

This view provides a great way to manage your cashflow and ensure that you are up to date with your invoicing.

Expenses

This view allows you to see all expenses that you have incurred or sales that you have made during a defined date range.

Export To Excel

All financial information can be exported to Microsoft Excel for further analysis. To export to excel just click on the blue "Export to Excel" button at the bottom of the page.

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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