SUMMARY:

This report summarises the Fees generated by each Practitioner each month, for each year incorporated in the period between the 'From:' and 'To:' dates specified below.

REPORT OUTPUT: Totals are provided for each practitioner and for the Practice as a whole.

Fee – amount display in the 'Fee' rows of this report is GST exclusive.

DATE SELECTION:

It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report.  That is, if you print the report for a given date range today, and then print it again in twelve months' time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the invoice in future reporting periods.  In terms of this report, the term 'Report Date' refers to the date of entry of the invoice.

ADDITIONAL OPTIONS:

The Additional tab, below, includes a number of other options:

o      Include Adjustments - this option is checked by default, to include adjustment records in the report output.  If you prefer to exclude adjustments, you can click the box to uncheck it.

o      Item No(s) - this option allows you to enter a specific item number to base the report on.  If you enter an item number, then the report will only show you Fees for that item.  If you wish to specify multiple item numbers, you must separate them with commas.

o      Institution - this option is disabled for this report.

To Reconcile the Report
Columns on this Report	Reconcile Against Report Columns
Summary of Monthly Earned Report Grand Total – Total Fees	Summary of Fees Earned Report Grand Total of Fees
Summary of Monthly Earned Report Grand Total of Fees for all Months	Full Details of Fees Earned Report Grand Total of Fees
Summary of Monthly Earned Report Grand Total – Total Fees	Practice Fees by Item No Report Grand Total of Fees
Summary of Monthly Earned Report Grand Total of Fees for a month	Transaction Summary Report Total Invoices for the same time period.

 
 
  

To Generate a Summary of Monthly Fees Report

1.      Select Reports > All Reports. The Pracsoft Reports window appears.

2.      Within the Report Type section, select Fees.

3.      Within the Report Name section, select Summary of Monthly Fees.

4.      Select the Common tab:

o      Enter a Date Range for the report.

o      Indicate whether results for each practitioner will be printed on separate page.

o      Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.

o      Indicate which practitioner/s and location/s you wish to limit the report to.

 

5.      Select the Additional tab:

o      If you wish to base the report on specific item numbers, enter them here, separating each with a comma.

 

6.      Click Print when you are ready to proceed.