The Invoice Summary Report produces a list of individual invoices with itemized charges created on the system for the time period specified.
The ‘Invoice Style’ Invoice Summary Report is the simpler of the two A5 reports. It provides an itemized list of all invoices per Client for a specified time period. You can restrict the list of invoices by Veterinarian, Cost Center, and Clinic.
Accessing The Invoice Summary Report
- Go to the RxWorks Task Panel.
- Select ‘Reports’ from the “toolbar”.
- Select ‘A: Cash Reconciliation & Banking Lists.’
- Select ‘Invoice Style’ under the ‘5 Invoice Summary’ heading.
The Invoice Style dialog will appear.
About the Invoice Summary Report
Invoice Summary reports are extremely useful for tracking the performance of individual staff members, including new employees, and invaluable for auditing production bonuses.
The reports display (in user-specified amounts of detail) all of the invoices created for each Client. Itemized charges are listed, allowing a full audit of all products and services sold. This allows auditing of staff members’ invoicing accuracy down to the mL of medication. You can restrict this report to a particular doctor or cost centre, and even to a particular transaction type using the Detailed Style.
Notice the report shows:
What The Report Does
This report produces a list of individual invoices with itemised charges created on the system for the time period specified.
When To Run The Report
This report can be run at management’s discretion. Daily review can be time consuming, while long-term auditing can be cumbersome, due to the level of detail provided. Taking random samplings of invoices serves to save time when auditing multiple staff members, while a more thorough review can be done for new or inexperienced ones.
Things To Watch For
Unless you choose to Use the Transaction Date, invoice information will be based on the date and time the transaction is entered into the system.
The Report Window
This is the time period for which invoices will be shown. Set the ‘From’ and ‘To’ dates and times accordingly.
Use Transaction Date
Check this if you want to run the report based on the dates the transactions occurred.
In most cases, you will not want to do this, because, typically, the date relevant to your financial records is the date the transaction was entered into the system and, most likely, the date money exchanged hands or an invoice was created. You might use this feature if you want to locate the actual date of the transaction, such as in situations where you remember some financial details about a medical procedure, but cannot remember which day of the week it was performed during a busy week.
Narrow the list of invoices to only those with a specific veterinarian attached.
Narrow the list of invoices to only those with a specific cost centre indicated.
Transaction Type (Detailed Style)
Narrow the list of invoices to only those with a specific transaction type charged, e.g. ‘Surgery’, ‘Dental Care’, etc.
Clinic (for multiple-branch clinics)
Narrow the list of invoices to only those done within a specified clinic.
This opens the report in a preview window, from which you can review it, then save and/or print it.
This prints the report on the Crystal Reports default Page Style unless otherwise specified.
This opens the report in Microsoft Excel as a spreadsheet.
This allows you to export to the following file types (some of the file types are available via the other viewing options):
This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.
This opens a dialog in which you can change the page style of the report.
This returns you to the Reports page without creating a report.