Reports
The reports dashboard allows access to reports detailing the
financial details recorded in GP-Billing.
Click the menu button and select the [Reports] dashboard.
There are 9 reports defined in GP-Billing, see reports definition for further information.
[Service Reconciliation] shows all services that have been
billed including the location, amount paid and due.
[Payment Reconciliation] shows all payments received including location and
method.
[Aged Debt] shows all amounts outstanding to the GP practice and how old they
are.
[Income Code Statistics] shows bills and credits by location, practitioner and
income code.
[Accounting] shows a summary of income by income code.
[Deposits and Unallocated Credit] shows any payments not allocated to bills.
[Transactions] shows all transactions across all accounts.
[Sales Tax] shows any taxes that have been collected and ned to be paid to
HMRC.
[End of Month] shows a summary of invoices paid and outstanding.
Click the button relating to the type of information
required.
Set the report criteria such as the date period and then
click the [Refresh] button.
The reports can be filtered using the button, searched using the
button and sorted by clicking the
column header.
Navigate multiple pages of transactions using the page numbers at the bottom of the
grid.
Click on the hyperlinks to see the transactions and view the accounts.
To export the report to Microsoft Excel, click the [Export] button.
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Please see attached PDF document.