Updated 6Nov2015 to correct the fact that customers with old credit balances were being displayed when 'Show Credit Balances' was false.

Updated 4Nov2015 with R05 version which is significantly faster that the original.

This report provides an accurate debtors position at any date. To do this it examines when invoices were paid.  This takes a lot of work and the report takes some time. If you want the current debtors position you should use the Debtors Report - Current - it is far faster.

The parameter selection screen is:

**Updated 4/11/2015 with polished formatting
**Updated 3/11/2015 to correct the calculation of 'unbilled'
**Updated 13/10/2015 to fix some problems and add features

This report is used to manage current debtors and is specifically designed to meet the needs of accounting staff. It is essentially an improved version of the customer balance report got using Reporting|Debtors|Report.

This report only shows the current position.  If you want the debtors situation as at a historical date, use the Debtors Report - Historical.

This is the standard Patient List report from the 1.8 package corrected to a) show only the current owner (previously a patient with prior owners was shown once for each owner); and b) to correct an error in displaying the DOB.

***The 1.9 version is RPT Sales by location-product-customer-1p9.jrxml

This is used to report on product sales by location in a specified period. As well as the actual quantities, it also reports the number of times the product was invoiced or credited.

This is used to report on product sales in specified period. As well as the actual quantities, it also reports the number of times the product was invoiced or credited.

*** updated 10/10/15 with the R02 version which corrects an error in the R01 version.

This is a revised version of the Outstanding Debtors report included in the 1.8 package backported to 1.7.  It now shows the correct historical situation. Since it needs to examine every financial transaction prior to the As At date, it takes some time to run.

Report parameters:

This report simply lists all active patients for a customer. It is handy if you have a client with a large number of patients that need to be listed. For example, you could use it to check which ones they still own.

It will probably work with previous versions I just haven't tested it. 

This report is designed to help with cleaning up product type and markup settings. The parameter screen is:

Shows 40 statistics for the specified period and up to 3 sets of prior data with period to period changes calculated for 14 key indicators. Can report for the complete practice or selected practice locations.

Updated 7/9/15 to check for counter sales as well as invoices when counting distinct customers seen in period, and also to include counter sales when summing discounts.

Updated 23/9/15 to correct the calculation of the "Avg outstanding bal at end:" numbers.

This report lists all sales for the period specified and groups them by product type giving a total for each product type.