Financial Reports
How to use the 'Takings' report in Dentally🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - The 'Takings' report is designed to be run daily to help you keep track of the practice's takings.
How to use the 'Payment Allocation Totals' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access and understand the 'Payment Allocation Totals' report.
How to use the 'Payment Allocations' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understand how payments are being allocated in your practice.
How to use the 'Takings' report to view online payments taken🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI only - How to use the 'Takings' report to check online payments received
Invoice Timeline Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to get the best from the Invoice timeline report
How to identify patients who owe money🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Find patients who are in debt and who have no further treatment booked, and send debt communications
How to ensure the 'Income' report shows the correct values🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Make sure the Income Report shows the correct values of income
How to view your takings for a specific item over the year🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income and Practitioner Activity Reports to find annual takings or activity.
How to use the 'Payment Allocation Totals' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Payment Allocation Totals' report to pay your associates.
How to view what you will be paid🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to see what practitioners have earned during a set period
How to track bad debtors🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Patients' report to track all bad debtors
The Private Forecast Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The Private Forecast Report
Using the UDA Forecast Report🏥 NHS EN/WA only - Track the status of NHS treatments & identify claims that are in danger of being late.
Why does the Income Report in Dentally show different information from the takings report?🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to help explain differences comparing totals in the income report and takings report
How to use the 'Invoices' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the 'Invoices' report to view and filter invoices
The Income Report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments.
How to use the 'Sundries' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View all sundry items that have been invoiced in a specified time frame
How to use the 'Monthly Accounts' report to pay associates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The best report for calculating practitioner pay and paying your associates.
How to use the 'Collections' report🇨🇦 CA only - How and when to use the 'Collections' report
How to use the 'Monthly Accounts' report in UK/Ireland/APAC🇬🇧 🇮🇪 🇦🇺 🇳🇿 UK/ROI/APAC only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay.
How to use the 'Monthly Accounts' report in Canada🇨🇦 CA only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay.