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Business Matters
A Newsletter for DAISY
Users November 2, 2006
Tip of the Week
Situation I discovered a payment posted
to the wrong account. The patient called, asking why his $54.81 payment did
not show on the billing statement. I checked the Account Ledger, but was
unable to locate the payment. I need to find out what account the payment was
posted to. Solution Run a Payments report, filtered for the amount. 1. Locate the Payments report in the Report Gallery. A default copy of the report can be found in the Daily Closing folder. 2. Right click
the Payments icon, selecting Properties. 3. Click the Reset button in the Property Editor window. 4. Filter the Amount tab for is equal to 54.81. 5. Click the
OK button. 6. Double-click
the report icon to generate the report on-screen. Print the Report from the
DAISY Report Viewer. Additional Info It is possible that the
payment in question was never posted to any
account. However, the problem would likely have been discovered at closing on
that particular day (i.e. – you would have had problems balancing your A/R). You can filter for a posting date range, in addition to the amount, if you get too many results on the report when filtering
only for the amount. This will
narrow down your search more effectively. YOU ARE
INVITED TO A DAISY USER MEETING Get
the most out of your DAISY system!
Uncover features you never knew existed, take the headache out of
Month End Closing and learn how to protect your office against data loss. Sign
up for the meeting of your choice by emailing the names of attendees and date
of the meeting to: A
confirmation notice will be faxed to you a week prior to the meeting. Dates and Locations: November
10th, Friday December
8th, Friday January
12th, Friday February 7th, Wednesday March 7th, Wednesday Time: 9:00am to 1:00pm Questions? Call Oksana at 800-368-6401 ext 3458 |
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