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  1. Accounts Screen General Accounts The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main hub of t... Read More
  2. Statement of Accounts Statement of Account A Statement of Account can be printed for any selected client or third-party account. This will show all, or a range of, transactions on the client account, and any outstanding balance. The statement of account is available from... Read More
  3. Accounts Report PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites. Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date rang... Read More
  4. [Video] Accounts screen The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main hu... Read More
  5. [Video] General system options - Accounts tab PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. The Options screen has six tabs alon... Read More
  6. Expenditure Management Help Guide Expenditure Management Expenditure Management is an optional PPS Module. With it you can record the expenses of your business, from sundries, to gas and electric bills - even staff wages. Furthermore from the infor... Read More
  7. Client Log Screen Client Log The PPS Client Log is a screen that shows a comprehensive range of information for each individual client. Firstly the client name, address and contact details, then a summary of the information from the Main Client Detail... Read More
  8. Creating a Charge Client, Practioner and Location A charge is the first step for PPS billing. You have to create a charge before you can raise an invoice . Selecting a client and practioner is mandatory, however charge location is optional. Using locatio... Read More
  9. Recording a Payment A Payment in PPS is recorded when money is received from clients or third parties. A payment must be allocated to an invoice – either immediately or in the future. Recording a payment can be completed from the Task Bar or Accounts -> ... Read More
  10. Expenditure Management List Expenditure Management PPS Expense is an additional module in PPS that can be used to record practice expenditure. You can enter one record per expense item including which expenditure category the item is for your accounts records. You ca... Read More
  11. Activities Report PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites. Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date rang... Read More
  12. How to process a Refund or Credit Credits & Refunds If you need to process a refund in PPS this will fall into one of three categories depending upon the circumstances of the refund and what accounts transactions you have already recorded for the client. The thre... Read More
  13. Third Party Log Screen Third Party Log The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of a... Read More
  14. Statement Layout Designer Statement Layout Designer This is the template that is used when you select to print a Statement of Account from the PPS Accounts screen. It is possible to change the basic layout of the statement to use a more preferred font(s), and include ... Read More
  15. General System Options General System Options PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. The Options screen has six tabs along the top: General, A... Read More
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