Accounts
Accounts may be created at any time and can be posted, optionally, to any
persons in the database. An account is normally made for a single consultation
but can also contain multiple consultations. You may view, add or change a
consultation while accessing an account. An account can also have multiple
payments and its list of consultations and payments are shown in context.
Payments can be flagged as receipted and / or banked, and any account which has
been printed as a receipt or combined account / receipt will have its payments
automatically recorded as receipted. You may assign one of a number of
pre-defined banks to the payments of an account.
Specifically, there is an operator ID, an accounting code
, status for settled - locked - archived and printed. TabLINKs to client
notes and financial statistics. QuickLINKs to clients, consultations,
practitioner and guarantor.
Banking
This table holds all your payment details. Specifically,
there is a paid date, amount and bank #, a receipted and
banked status, the pay type, pay ID and accounting code. QuickLINKs to
account, client and guarantor. TabLINKs to financial statistics.
Expenses
This table holds all your outgoing payment details.
Specifically, there is an expense ID, description, tax
rate, expense (ex tax), tax output, expense (tax inc) and any expense (tax free)
, plus a printed and cleared status. The payments section, designated by the
cheque graphic, has the supplier, bank, date paid, amount, pay type, pay ID and
cheque number. An included table of goods records will show, in context, any
items processed as a goods reorder record. A gross amount section allows you
to link an expense to a staff record which may use the standard tax rate or a
manually entered tax rate. TabLINKs to financial statistics.
Finances
This table holds financial data for a client.
Specifically, there is time, duration, priority, a
Regarding field, and an active status. QuickLINKs to banks. This
shows the bank, pay type and pay ID in context. TabLINKs to financial
statistics.
TAX Histories
The periodic tax calculations can be enabled or disabled, and the figures are
automatically evaluated by the package. The administrator can set a standard
tax rate which is used by default, but all entries can have individual tax rates
assigned. The operator may also enter financial records after the period in
question and then mark those as belonging to a specific tax period, at which
time the Recalculate button may be used to determine the final tax
calculations for that period. This allows for batch entries of financial records
"After the Fact". Tax figures may be printed, exported as a whole, or exported
by bank number. Our package now determines all finances for your collective businesses,
and this shows in the main layout. A new tab has been provided, allowing you to go to an
additional page where you will have the complete GST form presented, together with the
ability to enter adjustments on the buy and sell sides, if required.
General | People |
Clinical | Medical |
Services | Finances |
Reporting | Support |
Other | Examples |