End of Financial Year (2018-2019)

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With June 30 approaching, it may be necessary for you to know the total of amounts owed to you as of the end of this financial year. We have provided details on obtaining this information below. Further, if you are a Xero user, you may also want to start thinking about using the new Xero integration in the coming financial year. For more information on the Xero integration process please see our Xero Integration Guide.

Account Balance Report
There is one report in Front Desk that is essential to run after COB on June 30 – that is the Account Balance Report

It is important that this report is run at the close of business June 30th as this report cannot be back-dated and will only report the outstanding amounts and credits as of the current date and time.

The Account Balance Report is found under Invoices/Statements by selecting the ‘Acc. Balance’ button on the right-hand side.

 


 

This report will list all patients with Outstanding amounts and credits, and can be filtered by Patient or Practitioner. A ‘Detailed’ report can also be generated to show the individual transaction details of each patient.

 

It is important that users print, save or export this report for their records.  We recommend saving a copy of this report as a PDF and exporting to a .CSV or Excel format. 
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Andrew, Community Manager

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