Does anyone know if there is an unallocated payments report?
Solved
Unallocated Payments
+8- Community Pro
- 25 replies
Best answer by Anne-Maree Siderides
Hi Lesley - this is a great suggestion and would help!
Currently I am doing a daily check at end of day to make sure the takings report has all green ticks on the transactions we’ve received a payment for, and a reverse kind of check where I print the Invoices report for that day (which is a screenshot, unfortunately Dentally have not made it in print friendly format like the takings report!) and essentially I check this daily to allocate any invoices which may have been missed.
So far this has been working for me but a more specific report to print each day and check off would be ideal! Of course, you could also use it periodically (weekly/ monthly etc) however I’ve found keeping on top of it daily is the best way to resolve any unallocated payments quickly, as it’s still fresh in our mind that day.
+14- Community Manager
- 280 replies
Hey Lesley!
We currently don’t have an "unallocated payments" report, but we do have reports that can basically help you track payment allocations. The 'Payment Allocations' report shows detailed information about all payment allocations, including unexplained payments. In this report, you can see payments moving between different columns (Patient, Site, Practitioner, Sundry). Unexplained payments, which are similar to unallocated payments, will move back to the 'Site' column.
You can also use the 'Payment Allocation Totals' report where in the 'Site Movements' column you can often fin unexplained payments or advanced payments for treatments not yet invoiced.
Have you had a chance to try these reports? If you’d prefer a more direct way to track unallocated payments, let me know. I’d be happy to share that feedback with our Product team. 😊
- Dentally Ambassador Gold
- 28 replies
- Answer
Hi Lesley - this is a great suggestion and would help!
Currently I am doing a daily check at end of day to make sure the takings report has all green ticks on the transactions we’ve received a payment for, and a reverse kind of check where I print the Invoices report for that day (which is a screenshot, unfortunately Dentally have not made it in print friendly format like the takings report!) and essentially I check this daily to allocate any invoices which may have been missed.
So far this has been working for me but a more specific report to print each day and check off would be ideal! Of course, you could also use it periodically (weekly/ monthly etc) however I’ve found keeping on top of it daily is the best way to resolve any unallocated payments quickly, as it’s still fresh in our mind that day.
+8- Community Pro
- 25 replies
Hi
+7- Community Pro
- 38 replies
Out of interest, what is the downside of not allocating invoices to unallocated payments? How do you handle deposit payments which are not yet allocated because if you explain them, when the actual treatment is completed the payment will not get automatically allocated to it because you’ve already defined it when it was a deposit?
- Dentally Ambassador Gold
- 28 replies
I agree - Dentally isn’t set up to record/explain Deposit payments at all. We have flagged this with the team before. I don’t really have a great solution for managing deposit in the payments section, at the moment. Hoping they put something better forward soon!
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