REPORT TYPES

Financial reports

Review sales, payments, and outstanding amounts.

For Owner · Admin

Steps

  1. 01

    Choose the financial report that matches the question.

  2. 02

    Set the period and branch or organisation scope.

  3. 03

    Review paid, outstanding, and panel amounts separately before using the figures.

Visual guide

The Sales and money group contains business, patient, provider, product, and accounts receivable reports. Select image to explore.
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