Report for Cash and Checks

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Brandy Rogers

• December 30, 2020 02:46

I need the ability to pull a report for payments by checks and cash. Is this possible in SP? Sometimes clinicians post payments as cash by mistake and they don't seem to catch the mistake. If I can pull a report each week then I can verify this with what is turned into me as payments.

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  Ruth

  • December 31, 2020 05:10

  Hi Brandy, it is possible! Go to your Billing tab, to the left of your account, click Export Transactions, to the right, adjust the date range and then "Generate Export." 

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  Brandy Rogers

  • January 03, 2021 18:59

  Thanks Ruth!

  I am really curious about the export into Quickbooks. Is there a video or an introduction that I could get for how this works? I use Quickbooks but I do not export anything from SP currently into my QB account.

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  Ruth

  • January 05, 2021 23:44

  No problem! Check out this guide for more information about Exporting your Billing Data to Quickbooks and Excel. 

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  Nanci Burt

  • April 29, 2021 13:01

  I followed the directions of exporting transactions to QuickBooks.  I cannot open the file and really don't know how to upload it to quickbooks.

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  Timothy P. Boyle

  • June 14, 2021 01:07

  How do you get detail information on the posting for a particular clients account? I have a client who is showing a credit and not sure why?

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  Lorrie A. OBrien

  • October 03, 2021 13:14
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  I have this same problem. I have credits that are created by system when a payment should have been applied to previous session. I then have to create a FAKE invoice to clear the problem. This results in errors for my biller who then can think I collected that money when, in fact, I have not. Simple needs to do better for clinicians who have outside billers. I also need a report that will show me any transactions listed as cash. Because I am a telehealth clinician, I would never collect cash and these are numbers I can send to my biller at the end of the month. I see other's queries are from months ago with no clear resolution. Not good. Some of this is a learner's curve, some is not. I need to do better too!

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  Emily Schottman

  • June 09, 2022 16:35

  I am reading all these cash mistake posts and having same issue. I clicked cash when I did NOT receive cash. There is not a place to edit payment for cash (as there is with credit card transactions). Is everyone doing dummy invoices to make the balance sheet work? Since it's telehealth I hope I have a legitimate explanation that there is not cash transaction but is there another answer? Many thanks!!!

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