Transactions

Transaction reports combine services and payments on one report. All invoices and services created or paid and payments created within the selected date range are shown with their related records, providing a single report that can be used to pay providers for work done or fees taken.

Adjustments or reversals of payments show in the period that they occurred and are taken into account in the totals.

Access transaction reports

To access reports, you must have the Reports permission set to Allow access, and you must have reports set up via Setup > Users > Edit > Set Reports. See Set up users to run reports for more information.

1. From the Bp Premier home screen, select Management > Reports. The Bp Premier Reports screen will appear.
2. Select the report you wish to view from the Available reports list. Depending on the report, the Choose the Report Parameters screen may appear.
3. If the Choose the report Parameters screen appears, select your required report parameters from the Date, locations and Providers, Billing, Banking and Configuration tabs, and click View Report.

Transaction (grouped by payment created date)

This report lists all invoices and services created or paid and payments created within the date range, and shows related records.

Grouping

This report can be grouped by:

• Location - groups by Location > User > Date
• User - groups by User > Date > Location
• User (Location) - User > Location > Date

Shading

Services created and paid within the specified date range will be shown together with any related payment details

Transaction summary (grouped by payment created)

This report lists all invoices and services created or paid and payments created within the specified date range, and shows the related records.

Grouping

This report can be grouped by:

• Location - groups by Location > User > Month
• User - groups by User > Month > Location
• User (Location) - User > Location > Month

Totals are provided at each group level totalling all services and payments created within the specified date range.

NOTE  It is not possible to expand groups to view detailed information for invoices or services.

Transaction (grouped by service created date)

This report lists all invoices and services created or paid and payments created within the specified date range, and shows related records.

Grouping

This report can be grouped by:

• Location - groups by Location > User > Date
• User - groups by User > Date > Location
• User (Location) - User > Location > Date

Shading

Services created and paid within the specified date range will be shown together with any related payment details.

Transaction (grouped by item)

This report lists all invoices and services created or paid and payments created within the specified date range, and shows related records.

Grouping

This report can be grouped by:

• Location - groups by Location > User > Item
• User - groups by User > Item > Location
• User (Location) - User > Location > Item

This report provides a complete overview of the specified period, showing both Services and Payments created in a date range. A count of services and payments is provided per Location, Provider, and Item number.

Shading

Services created and paid within the specified date range will be shown with any related payment details.

Transaction (grouped by item and schedule)

This report is similar to the other Transaction reports, but groups by both Item and Schedule. Use this report to assist when providers are paid different rates per schedule.

Last updated 04 April 2022