Daily Business Summary

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LewLashmit
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Joined: Thu Sep 04, 2008 6:23 am

Daily Business Summary

Post by LewLashmit » Tue Sep 16, 2008 12:24 pm

Is there a way to print the Daily Business Summary / daysheet and only show charges and payments? At present when I print it, it shows adjustments I made adding patients to the databse, which I don't need to see. Thanks :)

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savvy
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Location: Berkeley, California

Re: Daily Business Summary

Post by savvy » Tue Sep 16, 2008 9:24 pm

Just where do you find this "Daily Business Summary" report?
Or are you referring to the Production and Income Report for "Today"?
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Savvy

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LewLashmit
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Re: Daily Business Summary

Post by LewLashmit » Wed Sep 17, 2008 7:09 am

The production and income report, yes.

murmsk
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Location: Monmouth IL

Re: Daily Business Summary

Post by murmsk » Wed Sep 17, 2008 7:15 am

I think what he wants is a Production and Income Report without the adjustments.
steve

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LewLashmit
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Re: Daily Business Summary

Post by LewLashmit » Wed Sep 17, 2008 8:58 am

murmsk wrote:I think what he wants is a Production and Income Report without the adjustments.
That's right, thanks for the clarification. I'm very new to this.

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jordansparks
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Re: Daily Business Summary

Post by jordansparks » Wed Sep 17, 2008 2:30 pm

Well, currently all adjustments affect production. There's a big paragraph about why at the bottom of this page.
http://www.open-dent.com/manual/reportprodinc.html
There are plans to enhance this by allowing different kinds of adjustments. For example, when you write off uncollectable debt, we might make that a special case which you could exclude from the usual report. Likewise, for your situation, you might not want to see adjustments made for starting balances. But right now, we do not differentiate. Hopefully, this is a one-time situation for you rather than an ongoing one. So as a workaround for now, you could run a report for the specific adjustment type in question and subtract that number from the P&I report.
Jordan Sparks, DMD
http://www.opendental.com

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