An e-Newsletter for DAISY Users – October 11, 2007

Tip of the Week

Balancing After Monthly Closing

Monthly Closing ages your accounts, affecting your overall accounts receivable. Some accounts are automatically assessed finance charges, while other small account balances are automatically written off.

For balancing purposes, run the following reports after completing Monthly Closing:

• Aging Report by Provider Summary (R2121) – unfiltered
• Min. Bal. Writeoff (R2103) – filter for posting date is in the period today
• Finance Charge / Rebill Fees (R2111) – filter for posting date is in the period today

Add Finance Charge / Rebill Fees totals and subtract Min. Bal. Writeoff totals from your beginning A/R (i.e. – your A/R prior to running monthly closing). This is your new A/R total, which will match the current Aging Report by Provider Summary.

Introducing the DAISY Refer-a-Friend Program

Tell your friends about DAISY and receive $250

DAISY’s most valued clients will now be rewarded for helping friends and colleagues find the best practice management software for their workplace.
It's simple: tell your friends about DAISY practice management software and receive $250 for each purchasing customer you refer.*

To participate, download a referral form today. Please note that you must have Adobe Reader installed on your computer to be able to view and print this form.

*Referrals must become DAISY clients by 12/31/07.

Reminder

DAISY Support Phone Numbers

If you are a local DAISY customer in the Portland Metro area, be sure to use our local support telephone number-

503-765-3471

If you are a Daisy customer outside of the Portland Metro area, be sure to use our toll-free support telephone number-

1-800-368-6401.