Does Frontdesk allow a debtors report on a past date?

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  • Updated 4 years ago
Does Frontdesk allow for a debtors report to be generated for all debt outstanding on a past date?
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Julienne Locke

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Posted 4 years ago

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Andrew, Community Manager

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Hi Julienne

Front Desk does offer the 'Owing At..' report which will display a summary of what was owed to each practitioner as of a certain date.  This can be found under Reports > Statements/Invoices > 'Owing At...'. Please note this will only show you the total, and not detail the individual transactions with outstanding amounts.

The Account Balance report, also found from Statements/Invoices, can provide you with a detailed listing of the patients and transactions with an owing amount, however it cannot be back-dated and only reports to the current date/time.

For record-keeping purposes, some practices choose to run the more detailed Account Balance report on a monthly basis and save a PDF copy for future reference. This is particularly useful at the end of the financial year, and something we often recommend depending on your accounting needs.
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Julienne Locke

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Thank you for the response Andrew. Definitely something to do for end of month.