Financial reports can be found on the Dashboard by clicking Reports, then Financial.
Daily banking report
The daily banking displays a breakdown of the money received on a particular day. You're able to filter out particular client groups, sites, practitioners, service types and whether the invoice is currently locked or not. This report is perfect if you're wanting to see which payment method is most popular on any given day.
Cash report
Similar to the daily banking report, the cash report will display the money which has been recorded as received. The cash report can be run for a date range instead of a single day.
Invoice report
Displays invoices either by the date generated, or by the date consulted for the selected date range. The report will return all invoices, paid or unpaid, and can be exported into a MYOB compatible file, to import into MYOB AccountRight.
Debtors report
The debtors report details which clients owe your practice money, how overdue they are and how much they owe. From this report, you can write off the debt, or send an overdue payment SMS.
Service breakdown report
Find the number of times a particular service type has been billed in a month, or determine which service is generating the most revenue.
Profit & Loss report
The profit and loss report shows your income and expenses for the financial year, and calculates a net profit or loss.
Expense report
Once you've added your expenses into coreplus, the expense report shows you a breakdown of all expenses per category.
Wages report
This report helps you record wages paid to your employers during the defined time period.
Client breakdown report
See a list of invoices and service types for each client, with invoice totals and amounts owing.
