Accounting Reports
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000095wXg">)
Click on the links to jump to a report!
Accounting Summary Report
The Accounting Summary Report is a detailed income statement showing your gross profit and refunds per channel. This allows you to easily track and analyze revenue and expenditures over time which will benefit your business long term.
Options Include:
Custom Range Date Selection
Range by Day
Range by Week
Range by Month
Range by Quarter
Range by Year
Hide Cost and Profit Figures on the Report
This report displays the following information:
Sales by Retail, Service, Membership, Gift Certificates, and Other
Refunds by Retail, Service, Membership, Gift Certificates, and Other
Backbar Costs by Items Used and Items Returned
Deferred Sales by Retail, Service, and Other
Other Revenue by Memberships, Service Fees, and Online Booking Deposits
Other Payments Accepted
Tips Collected
Sales Tax Collected
Payments by Type
Quantity of Sales
Price
Discount
Extended Price
Deferred Revenue Debits
Retail Cost
Backbar Cost
Labor Cost
Overhead Cost
Total Profit
Other Journal Entries
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096Id0">)
Aged Receivable Report
The Aged Receivable Report is available in PatientNow Essentials and the Preferred & Ultimate editions of Envision. To upgrade, please contact our Sales Team at 800.436.3150 or sales@patientnow.com.
The Aged Receivable Report shows payments made to and balances due on client accounts. This allows you to easily access and track client payments and outstanding charges.
Options Include:
Detail or Summary
All or Single Client
Balance Due, Credit or Both
Sort By Options
This report displays the following information:
Client Name
Ticket Number (Detail)
Payment Date & Time (Detail)
On Account Amount
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096Kzm">)
Sales Tax by Rate Report
The Sales Tax by Rate report shows the sales tax collected for items sold in Envision! This tool is great for keeping track of different tax rates!
Options Include:
Date Range Selection
Company Selection (For multi-location businesses)
This report displays the following information:
Tax Type
Retail Taxable Sales Amount
Service Taxable Sales Amount
Membership Taxable Sales Amount
Gift Card Taxable Sales Amount
Total Taxable Sales Amount
Tax Collected Under Rate 1
Tax Collected Under Rate 2
Tax Collected Under Rate 3
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096OaL">)
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096OdZ">)
Sales Tax Summary Report
The Sales Tax Summary report shows the sales tax collected for items sold. This report can be used to track the different types of tax collected within your business!
Options Include:
Detail or Summary
Date Range Selection
Company Selection (For multi-location businesses)
This report displays the following information:
Date
Retail Taxable Sales Amount
Service Taxable Sales Amount
Gift Card Taxable Sales Amount
Total Taxable Sales Amount
Service Tax
Retail Tax
Gift Card Tax
Total Tax
Exempt Amount
Gross Sales Amount
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096OnF">)
Report Example:
Detail
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096Oor">)
Summary
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZXx&feoid=00N3s00000QF9k7&refid=0EMRd0000096OqT">)