The banking is not correct
- A lot of transactions are missing
- Are you looking at the correct location?
- Are you looking at the correct bank account?
- A transaction is missing
- Has it been receipted as the correct type of transaction – cheque, cash etc.
- Is it at the correct location or bank account?
- Go to the 'Office'
- Select 'Receipts'
- Find the receipt
- Either highlight the transaction and press the 'Spacebar' to display more information about the transaction or;
- use the 'Print' option to show the type of payment
- If the banking has not been advanced, go to the patient's transactions and delete the receipt then re-enter it with the correct details
Money has been banked but Deposit Supplement wasn't advanced
The supplement includes the payments from the last banking as well as the current banking.
- Call the Incisive helpdesk