Menu Bar - Finance

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

When the Finance option is clicked, TM2 will show the following options. 

Invoice Wizard

When Invoice Wizard is clicked a window will appear which will start the Invoice Wizard.  The Wizard will give the two choices below. 

Write Off old Invoices

When the Write Off Old Invoices option is clicked the window below will appear.  When a correct Date Range and Quantity is chosen, Go can then be clicked to write off the older invoices.

Accounts Transfer

Accounts Transfer gives two options, Sales and Income Export.  When clicked, a customer date range is selected for each report.  

The Sales Export report shows the sales for the selected date range for each clinic location.

The Income Export report shows the payments made to a company by the clinic. 

Accounting Close Off Date

The Accounting Close Off Date option will bring up the window below.  This can lock accounting items to a date range selected by the user.

Healthcode Wizard

The Healthcode Wizard option brings up this window.  The Wizard will take users through a step by step guide on how to set up Healthcode.  Information regarding Exporting Invoices To Healthcode can be viewed here. Information about Importing a Remittance from Healthcode can be viewed here.