The Project Billing Summary Report presents billing information according to a selected project, the round, client, and location over a selected time period.
To access the Service Status Report, navigate to "Administration > Reports > Service Status", as shown below.
The following options will appear on the screen:
- Select the Project from the drop-down list.
- Select the project Round from the drop-down list.
- Select the Client/doctor from the drop-down list.
- Select the Client Location from the drop-down list.
- Select the report type - Summary or Detailed.
- Enter the "from" and "to" Date range by using the pop-up calendar that appears when clicking on the date fields, or by typing them in with the keyboard.
- Click on "Show".
The following are examples of the reports that will appear:
Figure 1. Summary Report
Figure 2. Detailed Report
Note: The report can be browsed, printed, and saved to a file format such as PDF, by using the tool bar at the top of the report.
At the top of the screen there is also a handy exchange rate converter to quickly convert the billing to another currency of your choice.
After the billing summary has been generated:
- Enter (copy & paste) the Currency Symbol.
- Enter the Conversion Rate (exchange rate).
- Click on "Update".
Note: World currency symbols and country conversion/exchange rates can be easily found via a quick internet search. Simply highlight and copy a (unicode) currency symbol found on a website (or saved document) and paste it into the Currency Symbol field.