Financial Reports (Invoices & Checks)
Summary: Invoice Recap, Check Register, Delivery Log.
Quick answer
Use financial reports for reconciliation.
What you need
- WinCopy SQL v9.0.06+
- Appropriate permissions
Steps
Select Invoice Recap
media/reports-financial-01.png
[Insert screenshot]
Run Check Register
media/reports-financial-02.png
[Insert screenshot]
Review Delivery Log
media/reports-financial-03.png
[Insert screenshot]
Confirm it worked
Totals align.
Troubleshooting
Verify date ranges.
Related articles
Related Articles
Reports Overview & Navigation
Summary: Find, filter, and run built-in reports. Quick answer Open Reports and select a report type; apply filters and run. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Reports menu media/reports-overview-navigation-01.png ...
Inquiry: Search for Work Orders
Summary: Use powerful wildcard searches across patient, bill‑to, area designation, branch, claim number, and more. Quick answer Open Inquiry; combine multiple fields; uncheck In Progress or date filters if you can’t find a job. What you need WinCopy ...
Work In Progress (WIP) Reports
Summary: Monitor open jobs and billing readiness. Quick answer Run WIP to see active work. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open WIP media/reports-wip-01.png [Insert screenshot] Set date/status filters ...
Export to Excel & Scheduling
Summary: Export XLSX and schedule email delivery. Quick answer Export to XLSX or schedule reports. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Run report media/reports-export-schedule-01.png [Insert screenshot] Export XLSX ...
Credit, View, and Zero‑Bill Invoices
Summary: Credit reissues a corrected invoice; View displays read‑only details; Zero Bill removes from WIP. Quick answer Use Credit to reverse and recreate; View to inspect details; Zero Bill to cancel jobs from WIP. What you need WinCopy SQL v9.0.06+ ...