Practice Reports list

Review the Practice category reporting options.

ClosedGetting Started
Who Can Use It? Where Is It?
  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Practice tab

    Practice reports

    This category of report relates to invoices and expenses.  View a debtor summary, invoice payments by week or month totals to reconcile with your accounting system.  Print a list of credits raised for the month.  All practice reports can be run by project manager and also you can pin point transactions performed by user.

    ClosedReports : Aged Debtors Summary

    Print a list of the outstanding debtors at a summary level.  Alternatively use the Aged Debtors as this will list each invoice number and project number.

    ClosedInvoice Date or Due Date?  

    Invoices can be Aged from either the Invoice Date or Due Date.  

    Debtor aging option

    Definition

    Aged Debtors (Due date)

    Aging is at the date of the Invoice

    Aged Debtors (Invoice date)

    Aging is at the due date of the Invoice. Invoices not yet outstanding appear as 'Current'.  

    The Aged Debtor (Due Date) and Aged Debtor (Due Date) Summary reports have a column - Current. The values here represent Invoices with a due date that has not yet been reached. E.g. an invoice due next week is not yet outstanding therefore doesn't appear in the 0-30 aging days yet  

    Tip: If you want a report to match the default MYOB or QuickBooks reports, then use the Aged Debtor (Invoice Date). 

    Print monthly invoice totals

    To print the total amounts invoiced in a certain month, use the following steps. This will match the figures that are represented in the Monthly Invoice Total graph, that can be viewed on the My Synergy dash board. 

    ClosedComplete the following steps

    1. Select Invoice Report All.

    2. Select Filters. Select Invoice Date. Either add This month, Last month or Is Between and select the month date range.  

    3. Run.

    4. The column 'Total Inc Tax' will match with the graph.

    The 'All' report will display Cancelled, Credits and Write Off Invoices in the totals if they were credited in the month selected. Deduct Credits (Inc Tax) total from the Total (Inc Tax) to get a true value of invoices raised for the month. 

    Want to learn more?

    Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

     

    © 2019 Total Synergy Pty Ltd

     

    Open topic with navigation