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Post by KizerOpt on Mar 11, 2016 11:47:06 GMT -6
It was brought to my attention today that when the bookkeeper goes to make the deposit, and looks at the cash amount it does not reflect any refund. Example, pt paid a $40 deposit, which was overlooked by the person who checked patient out (another thread). The $40 was refunded, (Payment > Other > Refund) but the payment shows in the Cash, the refund under Misc and not as a cash refund unless you drill down. This can cause the deposit to be wrong, the journal to be wrong, and the drawer to be wrong. My question is - how should the bookkeeper know what her cash deposit is, based on the production report?
Karen |
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Post by jessica on Mar 24, 2016 12:49:41 GMT -6
I just placed a call to the support line for the exact same thing. Have you figured it out yet?
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Post by gracecrystalpm on Mar 24, 2016 13:32:14 GMT -6
This is why I put my refunds under the actual payment type instead of "other".
Simply hit make payment - choose cash, check or credit card - and in the amount put a (-) in front of the amount. Example: -35.00. This way the total amount will reduce to reflect the refund amount.
Grace
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Post by jessica on Mar 24, 2016 13:47:15 GMT -6
Thank you!
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Post by KizerOpt on Mar 24, 2016 16:08:58 GMT -6
Will give it a try. The only problem is classification, but it should help solve the cash problem. Thanks
Karen
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