Accounting Management

This Manual will explain how and where to print the Practices Income Statement.

An income statement is one of the financial statements of your company and shows the company's revenues and expenses during a particular period. It indicates if the practice is making a profit or loss.

The Income Statement Report can be found under the Financial Reports Module.

• The contents of this User Manual will consist of the following information:
• Current Profile: Income Statement.
• Date Parameters.
  
• Print Report.

• Log In to the GoodX Desktop using your GoodX username and password.
• From the Navigator click on the Financial Reports Module.

• The Financial Reports screen will open.

• On the Menu bar, click on the Management Reports menu.

• From the sub-menu select the Income Statement option.

Current Profile: Income Statement

• The Current Profile: Income Statement screen will open. 
• The BLANK and NONAME profiles will be loaded by default.

• Click on Print Direct to print the report directly to the printer without viewing the report.
  

• Click on Print to Grid to view the report in a grid format.

• Click on Close to exit the Income Statement profile list.

• After selecting the profile and clicking on 'Print to grid', the 'Timespan for report' screen will open.

Date Settings

• Select the Timespan for Report.
  

Take Note: The Report will always default the current Period and the Financial Year according to the computer date.

• Check that the Financial Year is correct.
• Select the Type of Dates (From the beginning when the system was used until the date in this section). The Income Statement 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.

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.

• Click on the Next button to continue.
• The Income Statement Report will display as follows depending on the Settings and Parameters in the Report Set-up:

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.

Export

• Click on Export to export the report to Excel.
  

• Click on Exit in order to return to the Current Profile Screen. 

• When clicking on Print the Report will display as follows in *pdf format.

• From here you have the option to E-mail an HTML/PDF, Print Preview, Save or Print the Report.

• Click on Close to exit the screen.