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Transactions

The section Transactions contains the same information as the tab Cash Desk but it is provided in the form of an unfolded table where you can see any required information on the transactions executed in a clinic. Here you can filter data by different criteria and print and download the data in Excel format to use them for other types of reporting.

Thus, the data related to the following financial transactions can be tracked in the section Transactions:

  • Encashment
  • Transfer of funds from a cash desk
  • Transfer of funds to a cash desk
  • Exchange rate
  • Patient payment
  • Spending
  • Receipt
  • Refund
  • Money refund
  • Income
  • Patient deposit
  • Refund from a patient deposit.