How do I print the daily reports/daybooks?

Printing the settlement reports is quick and easy. Your employer may want a different set of reports, but the following procedure will show you how to create the typical ones; the items, accounts and totals per provider. These are needed by the financial team as a means of reconciliation with the banking totals. Here's how to create them.

1. Click on Report and select Payment received from the dropdown menu.
   
   
   
   
2. Confirm that the correct date has been selected.
   
   
   
   
3. Select the Location (a) and Provider (b) from the dropdown menus, and click Run Report.
   
   
   
   
4. Click on Export to PDF (as shown below) and print through your PDF viewer.
   
   You also have the option to export to an Excel spreadsheet.
   
   
   
5. Repeat the process with any other reports that your business requires.