Reporting
Sage Accounts
Sage Accounts Import In GP-Billing, click on the icon on the blue navigation bar and select “Account”. Click on “Search” Add a filter to include only those records last modified since the previous import was performed i.e. >= 22/06/2021. Click the ...
Quickbooks
The following guides you through the steps required to transfer data between GP Billing and QuickBooks. You will need a copy of the [Quickbooks.xlsm] or [Quickbooks – SinglePatientAccount.xlsm] spreadsheets and Microsoft Excel 2010 or above. Please ...
Batch Statement Printing
1. Click on the [Reports] dashboard 2. Click on the [Aged Debt] 3. Select the [Account Type] 4. Click the [Date To] to set the range 5. Click [Refresh] to generate the reports 6. In the top right hand of the screen you can choose to [Export] into ...
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 ...