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? 
  1. Go to the 'Office'
  2. Select 'Receipts'
  3. Find the receipt
  4. Either highlight the transaction and press the 'Spacebar' to display more information about the transaction or;
    1. use the 'Print' option to show the type of payment
  5. 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



On this page: