Financial analysis by transaction type and reporting for tax returns. It also shows an opening and closing balance for debtors which can be an index of your credit control.
Accessing The Transaction Type Analysis Report
- Go to the RxWorks Task Panel.
- Select ‘Reports’ from the "toolbar".
- Select ‘B: Accounts, Revenue & Tax Analysis.’
- Click on ‘Transaction Type Analysis’ under ‘5: Sales Tax.’
The window shown above will appear.
About the Transaction Type Analysis Report
Notice the report shows the number of transactions, average amount of transactions, net total and tax amount for each category of transaction. The report also shows the opening and closing balance for the period selected.
When To Run This Report
At the end of a financial year and whenever tax returns are to be completed.
The Report Window
This is the time period for which any transactions will be summarised. You can select a common Date Range from the upper most dropdown box, such as ‘This Week’, ‘This Month’, ‘Last Account Period’, etc. When a Date Range is selected, the two dates below (start date & end date) will adjust accordingly. You can also set the start & end date fields manually.
Filter By Clinic Options
Select which clinic to group transactions under. You can choose to view transactions by the clinic they were generated in or by the client’s preferred clinic.
Restrict To Clinic
The report can be restricted to show only transactions in the selected clinic (Branch clinics only).
If checked, the opening and closing balances for the selected date range will be shown on the report.
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.