Summary of Monthly Fees (by Invoice Type) Report

SUMMARY:

This report summarises the Fees generated for each Invoice Type per month, for each year incorporated in the period between the 'From:' and 'To:' dates specified below.

REPORT OUTPUT:

Totals are provided for each practitioner and for the Practice as a whole.

<year> totals - amount display in the '<year> totals' row of this report is GST exclusive.

By default, a separate page will be printed for each practitioner, but you may choose to print this as a summary for the whole Practice, by selecting 'No' where it says 'Page per practitioner'.

DATE SELECTION:

It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report. That is, if you print the report for a given date range today, and then print it again in twelve months' time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the invoice in future reporting periods. In terms of this report, the term 'Report Date' refers to the date of entry of the invoice.

ADDITIONAL OPTIONS:

The Additional tab, below, includes a number of other options:

• Include Adjustments - this option is checked by default, to include adjustment records in the report output. If you prefer to exclude adjustments, you can click the box to uncheck it.
• Item No(s) - this option allows you to enter a specific item number to base the report on. If you enter an item number, then the report will only show you Fees for that item. If you want to specify multiple item numbers, you must separate them with commas.
• Institution - this option is disabled for this report.

  To produce the report on multiple item numbers enter the numbers separated by a comma, for example 23,36,37/1. It is recommended that you use Report Date as the Date Selection. The Report Date details the date the transaction is finalised.

  To Reconcile the Report
  Columns on this Report	Reconcile Against Report Columns
  Summary of Monthly Fees (by Invoice Type) Report Grand Total - Total Fees	Summary of Fees Earned Report Grand Total of Fees
  Summary of Monthly Fees (by Invoice Type) Report Grand Total of Fees for all Months	Full Details of Fees Earned Report Grand Total of Fees
  Summary of Monthly Fees (by Invoice Type) Report Grand Total - Total Fees	Practice Fees by Item No Report Grand Total of Fees
  Summary of Monthly Fees (by Invoice Type) Report Grand Total of Fees for a month	Transaction Summary Report Total Invoices for the same time period.