Receipt Audit Trail Report

The Receipt Audit Trail report lists all receipt transactions for a specified date range.

Before you begin

Transaction types include receipts, receipt reversals, receipt adjustments, credit allocations, and credit allocation reversals. Additionally you can view an audit trail of a user's created/modified transactions.

Transactions displayed on this report tally with the invoice transactions displayed on the following reports for the same date range:
  • Allocations detail report,
  • Allocations detail items report

Procedure

  1. Either:
    • Click
    • Press Ctrl + P
    • Select Reports > Print
  2. Either:
    • Click

    • Press Ctrl + P
    • Select Reports > Print

      .

  3. In the Print Report window, select Receipt Audit Trail Report from the list of reports and click Next.

  4. In the Print Receipt Audit Trail Report window, the criteria window for the selected report will appear.
    • In the following example the Receipt Audit Trail Report criteria is displayed. The other receipt audit trail reports offer similar options.

  5. Enter a date range.
  6. Indicate other options as desired.
  7. Indicate which practitioners you want to print data for.
  8. Click Next when you are ready to proceed.

Results