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.

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.

Hi ​@Anne-Maree Siderides we also do a daily check but it is far from ideally. A nice Dentally report would be amazing ​@Saymon