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  1. 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
  2. Deleting an Appointment Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary ... Read More
  3. Deleting a Charge Deleting a Charge You can delete a charge in several ways depending on whether the charge has been invoiced or not. Deleting a non-invoiced charge 1. ... Read More
  4. Deleting an Invoice Deleting an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the invoic... Read More
  5. Deleting a Payment Deleting a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. From any of the screens mentioned above, highlight the invoice and cl... Read More
  6. Deleting a Client Record Deleting a Client record 1. Select the client you wish to delete.  (See Selecting/Searching for a Client record.) ... Read More
  7. Archived Activities Archived Activity List The Archive option allows you to archive your older activity records. Once you have archived your activities, they can still be accessed both from here and through the PPS Client Log for each client. Viewing A... Read More
  8. PPS Windows Maintenance & Help Information Before reading this document, please consider the following three important points 1. The PC computer or network that PPS is running on is your responsibility and is NOT covered by your PPS Support Contract. It is up to you to make sure that your PC ... Read More
  9. Look-up Tables Client and activity tables – In this section you are able to configure what selections can be made via the client details screen Clinical notes tables – In this section you can configure your consultation screen and treatm... Read More
  10. PPS Express - Admin Other PPS Express Settings: Setting a Default Diary User Changing Your Password Staying Logged In Changing Your Default Email Address Accessing PPS Express Note: This guide only applies to existing PPS Hosted users - the PPS Express Admin module i... Read More
  11. 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
  12. Invoice List Invoices to Include The Invoice / Receipts list is your full list of invoices that you have produced. Each invoice in the list is allocated a number – the number sequence can be set up from the General System Options. On the Invoices / R... Read More
  13. Charges List Charges to Include The Charges list is your full list of charges that you have created. Using the left hand side of the screen, you can select which charges to include from 'Not Invoiced', 'Invoiced, Not Paid' and '... Read More
  14. 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
  15. Payments List Payments Received The payments list is your full list of payments that have been created. Using the left hand side of the screen, you can select which payments to include in the list, from 'Not Allocated', 'Part Allocated�... Read More
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