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Daily Business Summary
Posted: Tue Sep 16, 2008 12:24 pm
by LewLashmit
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
Re: Daily Business Summary
Posted: Tue Sep 16, 2008 9:24 pm
by savvy
Just where do you find this "Daily Business Summary" report?
Or are you referring to the Production and Income Report for "Today"?
Re: Daily Business Summary
Posted: Wed Sep 17, 2008 7:09 am
by LewLashmit
The production and income report, yes.
Re: Daily Business Summary
Posted: Wed Sep 17, 2008 7:15 am
by murmsk
I think what he wants is a Production and Income Report without the adjustments.
Re: Daily Business Summary
Posted: Wed Sep 17, 2008 8:58 am
by LewLashmit
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.
Re: Daily Business Summary
Posted: Wed Sep 17, 2008 2:30 pm
by jordansparks
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.