Financial Reports

This chapter will deal with the production of financial reports. The types of report can basically be split into two categories, daily/monthly figures and general listing reports. The categories break down as follows:

Chapter contents

Daily/Monthly reports

1. VAT book
   This lists the work entered during the current period e.g. a day, week or month.
2. Historic VAT book
   This generates detailed figures for a previous month.
3. Monthly summary
   This report summarises the VAT book giving you a breakdown by month.

General Listing reports

1. Average transaction fee
   This will work out some transaction statistics for the previous six months.
2. Outstanding accounts listing
   An alphabetical listing of all clients on the system that owe you money.
3. Client totals
   This report will print/display the amount a client (or range of clients) has spent over a specific period.
4. 80/20 Rule
   List top clients based on the rule that 20% of your clients account for 80% of your income.
5. Control debtor list
   This option will produce a list of clients with the amount of money owed split into subdivisions based on the age of the debt in groups of 30 days.
6. By Branch
   Using the branch number of the clinical record this report will summarise the work done by various criteria at remote sites.
7. Insurance Breakdown
   Figures relating to the number of animals insured and the income generated from them.