IAA Pro creates financial report and client payment statement or invoice / receipt daily, monthly, annually, or periodically as desired.
From main menu on the top left of operation window, choose File, then Financial Report, you will see the following window. This window at start will show you this year's report, however you can select any date period to report all clients' accounts or only one selected client's account.
Fig. A. Report of All Clients' Accounts
Selection of Date Range (Period): On the top of the window, use the drop down list to choose starting date (year, month and day) and ending date (year, month and day), then the report will be created accordingly.
One Touch Report: At the bottom of the window, there is a combo box. This provides very convenient One Touch Report function. The box contains options of Today, 'This Week, This Month, This Year, Last Week, Last Month, Last Year. Upon your selection of any of above options, IAA Pro will quickly create a report within the date range selected.
You also can use the arrows beside the combo box to navigate the date range. If the combo box's selection contains 'Year' (This Year or Last Year), then clicking the left arrow or right arrow will move the date range to last year or next year, respectively. If the selection contains 'Month' (This Month or Last Month), then clicking the left arrow or right arrow will move the date range to last month or next month, respectively. If the combo box's selection is at 'Today', then clicking the left arrow or right arrow will move the date range to previous day or next day, respectively.
Report of All Clients' Accounts: As soon as any date changed, the window will quickly display all clients' payment records occurred in the period of time as specified. You also can click on the button 'All Clients' to list all clients' accounts. Up-to-Date total payment amount (income of the company) is automatically calculated and listed at the right most column (Fig. A).
Export to Excel File: Click the Excel Image button, IAA will export the data in the table to an excel file. The filename will be automatically chosen with a preformatted structure like:
../Excel/Business Incomes1.exl
../Excel/Business Incomes2.exl
../Excel/Business Incomes3.exl
... ...
The format of excel file is exactly as the same as the tables shown on the IAA report window (Fig. B).
Fig. B. Clients' Account Data Exported to Excel File
Report of Selected Client's Account: When click any client's name or profile, account information associated with this selected client is automatically displayed (Fig. C). In the same way, this selected client's account data can also be exported to excel file as above.
Fig. C. Report of Selected Client's Account
Sorting the Account Records: In the table, upon clicking the area of date or patient name (top area of the column), the records will be sorted with the selected column. If currently the records are sorted in order of a-z/0-9 (or z-a/9-0), then by clicking again the records will be sorted in order of z-a/9-0 (or a-z/0-9).
Printing the Report: Choose a page number and click on the report icon, the report will be generated and displayed. Make sure the company letterhead is correct or make any necessary changes, then click printer icon to print.
For a selected client's account, this report serves as a summarized payment statement or invoice / receipt as shown in the following screen shot (Fig. D).
Fig. D. Payment Statement of Selected Client's Account
If the report includes all clients' accounts information, it will serve as an income statement covering the period as specified (Fig. E).
Fig. E. Income Statement from All Clients' Accounts in the Selected Period
