Financial Reports

Account Statement

Select a single customer to print the statement for. You can also specify how the statement summary (current, 30, 60, 90 days) is calculated.

Bank Deposit Form

Specific bank deposit payments to be printed.

Bank Deposit Summary

Summary of bank deposit payments to be printed.

Customer Accounts (detail)

Lists all account transactions for one or more customers. You can limit the report to a particular transaction type (eg Payments) and/or date range.

Customer Accounts (summary)

Lists all account transactions for one or more customers. You can limit the report to a particular transaction type (eg Payments) and/or date range.

iCare Report

Monthly report focusing on rehabilitation data such as referral information, injury, budget to date, work status.

Invoices

The list below contains all the nominated invoices. Choose one invoice to be printed.

NDIS Bulk File Report

Report showing NDIS reference, duration of the services and costs associated to them.

ORAMS Invoice Data Sheet Report

ORAMS monthly report displaying financial information including reference number, client/participant details, service details, costs.

Outstanding Accounts Aging (Detail)

A schedule, aged from date of issue, of all customer invoices unpaid as at the time of running the report.

Outstanding Accounts Aging (Summary)

A total of all unpaid invoices, by customer, aged from date of issue into 30, 60, 90 day columns.

Tax

Summary of GST paid for a specific period.

Trial wizard - International

What country is your business located in?

Please write down your details below

so that we can personalize your Trial to you and your business.

What Funding Bodies/Services does your business work with/deliver?

Is your business Multi-disciplinary?

Does your business employ many disciplines like, OT, Physio, Speech, Support Workers, Support Coordinators etc, or just a single discipline

What Services does your business work with/deliver? (select those relevant)

What Services does your business work with/deliver? (select those relevant)

Do you have an existing Software?
And if so would you need assistance from our Data Migrations team?

Whilst we arrange your Trial Access would you like to undertake a iinsight® demo?

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