Hey all I’m really struggling with the financial data. It doesn’t seem to do what I need.
We sell a lot of packages, and so it’s important at the month end that I know how much we’ve been paid for but not yet delivered - this ought to be easy the account balance field exists BUT I’m told that the only way to get a total of this is to download the entire patient database import to excel /google / numbers and then add up that column. This seems to be awful from a patient confidentiality point of view as well as a waste of time for me as the file gets bigger.
How does everyone else account for this ? or do people just assume if you’ve been paid for a package it’s income , even if you’ve not yet delivered the activity?
Thanks in advance Alison