How to run the Takings report?
Video example below 👇
Step-by-step instructions (with images)...
Go to reports on the left-hand side of dentally
Choose Takings from the financial section at the top
Work through the filters on the left-hand side of the report to ensure you are reporting on the correct specifications
Select the location, or select All to see the takings across all locations
Adjust to the required timeframe using the 'from' and 'until' filters
Set whether you wish to view only explained payments or not through the explanation filter.
If you choose to view all you can identify explained payments via the green tick or orange question next to the amount on the report (as seen below)
Select the payment method as needed
After setting your filters the report will automatically refresh to keep up with your requirements
The next step would be to bundle your takings report.
Viewing your Takings report...
You can use the toggle buttons across the top of the report to determine what you see on the screen in Dentally. If you have Payment Allocations enabled on your account you will NOT see the payment plan and practitioner filters across the top of the report.
The Transaction detail toggle button shows us the breakdown of individual transactions as we see at the top of the example report below
The Payment method toggle button allows us to see a breakdown by each payment type. This makes it easy to see what methods are being used most often, as well as making it easy to see at the end of the day how much cash should have been collected for each method.
It also gives a total of all takings on the far right at the bottom.
