Reports (Desktop App)

The Redo Transaction function is used to correct a mistake on the invoice by creating a credit note and recreating the transaction and giving the user an opportunity to do the correction before posting the new invoice.

The List of Redo-Invoices Report displays all the Invoices that were corrected with the Redo function

The only reasons for Redo Transaction are to correct a mistake:

• Item code
  
• Quantity 
  
• Amount
  
• If the account was posted as private but should have been submitted to the Medical Aid

The List of "Redo-Invoices" Report can be found in MedDebs Module.

• Open the MedDebs Module.
  
• Click on Print and select List of redo-invoices from the list.

Profile Options and Function

• The following List of Redo-Invoices Profiles will be loaded by Default with new installations.

• Click on the correct Profile.
  
• Click on Print Direct to print the Report directly to your printer without viewing the Report.
  

 or 

• Click on Print to Grid to view the Report in a Grid Format.
  

• Click on Close to exit the List of Redo Invoices Profile list.
  

Date Settings

• Select the Timespan for Report.
  

TAKE NOTE: Tick the Default Date/Period block to default the report profile Setup to the current Financial Year and Period. The Report will always default the current Period and the Financial Year according to the computer date.

• Select the Financial Year.
• Select the Type of Dates (From the beginning when the system was used until the date in this section). List of Redo Invoices can be pulled for All dates (the period the Practice has been running for) or between dates. 

1. All dates - The financial period.
2. Between Capture dates - The date the transaction was captured on the system.
3. Between Transaction dates - The date the Patient was treated and when the treatment took place.

NB: Please Take Note of the differences between the types of Dates:

1. Capture date: the date on which the transaction is captured onto the system (is not necessarily the same as the transaction date).
   
2. Transaction date: the treatment date, when the patient was treated.

• When the Capture date or Transaction date Options are used the following extra setting will display to put in the date of the last transaction must be included.
• The different date Setting will not have the same information and Invoices, these Reports cannot be compared with each other. The information is using different parameters and will not be the same information displayed.
  
• Depending on the set up in the Report Parameters some extra screen will need information before the report will print or display.

• The Report will display as follows depending on the Settings and Parameters in the Report Set-up:
• The Original Invoice and the Redo Invoice will display under the Specific Debtor with all the details of the Invoice like Amount Invoiced and Amount Reversed.

Mail a View

• This option allows you to e-mail the current view on the screen.

Mail all Views

• This option allows you to e-mail the current view on the screen including the additional tabs on the left.

Print

• Click on Print to print the Report.
• Click on the Dropdown box and select to print All Columns or Choose Columns.
  

Export

• Click on Export to export the report to Excel.
  

• When clicking on Print the Report will display as follows.
  
• From here you have the option to E-mail, Print Preview, Save or Print the Report.