Income Analysis Report

The Income Analysis report provides an invoice and receipt-based breakdown of revenue for a given period from both an accrual and cash basis.

Before you begin

The report also lists or takes into account write-offs, discounts and refunds of allocated payments which are either expenses or contra income against the earned revenue. Additionally provides a transaction breakdown of unallocated credit payments and refund of unallocated credit payments for a given period.

The following report sections are displayed in the report:
  • Invoices issued
  • Sundry invoices issued and claim/batch error write-offs
  • Discounts granted for invoices
  • Bad debt write-offs
  • Refunds of allocated payments
  • Receipts allocated to invoice items
  • Credit allocated to invoice items
  • Refunds of allocated payments
Ancillary Information - totals displayed in this report tally with the related sections of the following reports for the same date range:
  • Invoice Summary
  • Invoice Detail
  • Allocation Summary
  • Allocation Detail
  • Income Summary
  • Income Analysis Detail
  • GST
  • Debtors' Reconciliation
Transactions displayed in this report tally with the related sections of the following reports for same date range:
  • Invoice Detail
  • Allocation Detail
  • Income Analysis Detail
  • Invoice Audit Trail
  • Receipt Audit Trail
  • Refund Audit Trail
  • Write-off Audit Trail

About this task

Tip:
If generating a report with more than 3 years of data, export to a CSV file.

Procedure

  1. Either:
    • Click
    • Press Ctrl + P
    • Select Reports > Print
  2. The Print Report window appears.

  3. Select Income Analysis Report from the list of reports and click Next The Print > Income Analysis Report window appears.

  4. Enter a date range.
  5. Indicate how you want to group the printed details.
  6. Indicate other options as desired.
  7. Indicate which practitioners you want to print data for (all or specific).
  8. Click Next when you are ready to proceed.

Results