PracticeSuite Release Note

Product Release Version: 19.3.8
EHR Version: EHR-18.0.0

        Product Release Date: January 2020

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Part – I Enhancements

1.1 Accounting Date Reporting

A reporting logic change has been made to key transaction reports to address the movement of payments and charges in a closed period. All charge and payment activities that fall in a closed accounting period in these key reports will now reflect in the current open period. This change will progressively be applied to all transaction and financial reports; currently, it is limited only to the following reports –

  • I4. Payment Deposit Report
  • I6. Posting Details Report
  • J1. System Financial Summary Report
  • J9. Daily/Month End Close Report
  • D10. Running A/R Report

Part – 2 Reports

2.1 I4 Payment Deposit Report

An enhancement has been made to the Payment Deposit Report to display a deposit summary and to show whether the deposits applied are in the current month or another month. The deposit report will include two additional columns to show this information. Please refer Image 2.1.


Image 2.1

2.2 I6 Posting Detail Report

An enhancement made to the Posting Detail Report to show a posted summary at the header and additional columns to indicate if the money applied is from the current month’s deposits or from another month. The added columns help to recognize the applied money separately between any prior month deposits applied in the current month and current deposits applied. This is to help users whether to account them in the current month or to exclude them in the current month reporting based on their accounting practices. Please refer image 2.2.

Image 2.2

2.3 Payments applied to HOLD lines to be reflected in reports

Payments applied to HOLD lines will now be captured in all payment reports.