Billing reports automation

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  • Idea
  • Updated 4 years ago

We use our billing reports for each practitioner to calculate their total consultation fees each fortnight. This calculation is then used to assist with the calculation of their wages for that relevant fortnight. I am trying to think of ways to speed up the process because currently I have to run a report for each practitioner (20 times) , save each one separately as a pdf for me to access later, and email each one to each physio every fortnight

Is there are way of having something set up to generate these reports so that I can hit one button that will result in separate reports being generated for each practitioner and saved as a pdf/xls file into a specific folder for me +/- emailing the practitioner automatically?

I wasn't sure what was possible with some of the custom reporting which has been suggested in the past on this forum.
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Adam Woolacott

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Posted 4 years ago

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