Transaction Summary

Transaction Summary; Transaction Summary & Balance Proof

The Transaction Summary and Transaction Summary & Balance Proof reports summarize one or more final Transaction reports for any range of dates or Transaction report numbers.  For each transaction type, the report includes the number of posted transactions and the average and total amounts for that type. The report is designed to be printed at the end of each month to include all transactions entered for that month.  However, it can be used for any desired range of dates.

This report defines a transaction date as the date of the Transaction report on which it was included. Although it is possible to post-date or back-date transactions, they always appear on the next Transaction report. This allows you to reconcile specific Transaction reports with your Transaction Summary.

Note that ViewPoint handles certain transactions slightly differently on the Transaction Summary and Transaction Summary & Balance Proof reports. Please consult with your financial administrator to determine the best report option for you.

 

Transaction summary report:

Transaction summary & account balance proof:

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How to Get Here

ViewPoint Main Menu - Practice Reports > Financial > Transaction Summary or Transaction Summary & Balance Proof.

 

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Run This Report

Report Settings - Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

• First & Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include.

• Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

• Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Financial Reports
  • Adjustments, Tx Fees & Changes
  • Accounts Receivable Aging Report
  • Auto Receipts Posting History
  • Auto Receipts Review Reports
  • Balancing Worksheet
  • Balancing Worksheet Summary
  • Charge & Receipt Summary
  • Contract Totals Report
  • Daily Transaction Summary
  • Deposit Slip
  • Deposits by Operator
  • Late Fees Report
  • Ledger Report
  • Miscellaneous Charge Detail Report
  • OrthoBanc Transactions
  • Patient Balance List
  • Patient Fees and Account Balance Report
  • Practice Statistical Analysis Report
  • Projected Income Report
  • Projected Receivables by Month Report
  • Proposed Contracts Report
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Audit - by Patient
  • Transaction Charge & Receipt Summary
  • Transaction Summary (& Balance Proof)
  • Transactions by Type Report
  • Vanco Transactions
  • VP Credit Card Transactions Reports

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