Allow grouping by surgery on Payments, Audit Trail and Aged Debtors reports
When a payment is made the principal dentist pays for the whole practice with one cheque. When the payments are shown on the report the associate dentists and principal dentist are not grouped together and are split all over the report which makes reconciling the payment very very time consuming at the end of each month. It’s the same with all the reports really none of them are grouped together for cross ref purposes it would also be good if the aged debtors report could be grouped the same too.
We would like to see better reporting for practice payments
Spencer Greening commented
just taken over the day to day running of allocating payments to transactor and noticed the aged debtors report is not quite running/working how i would like it.
what I’m after is each practice listed and below it a list of each dentist.
dental pratice total
dentist 1 sub total
dentist 2 sub total
dentist 3 sub total
this will allow me to see who owes money and also let me allocate payments by showing me the exact breakdown within the practice.
Thumbs up for this. Would either like grouping by practice on Aged Debtors, or a debt breakdown next to each surgeon on a practice summary invoice