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Overview
The Transaction Log by Family
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Charge Account Family Transaction Log
The Transaction Log screen allows the user screen enables users to generate a log of all transactions for a specific family or patient for a specified period of time. Keep in mind that this report will only display the date range selected, and could therefore have a skewed Total amount shown in the bottom right based on the limited date range selected. Any transaction outside of the selected date range will not be automatically counted and adjusted towards the total. For a full transaction log, the user should select a date range that encompasses the entire period from when the pharmacy started using the in house charge account until the current date.
To generate a transaction log, choose the From / To dates by typing in their appropriate fields or using the calendar icon to choose correct dates.
Next, enter in the whole name of a patient to bring up the family’s information or enter part of the patient’s name and press the "Enter" key to bring up a list of patients.
within a selected date range. The Total amount displayed reflects only the transactions within the chosen date range. Transactions outside this range are not included in the total. To ensure a complete transaction log, select a date range covering the entire period since the pharmacy began using the in-house charge account.
To obtain a listing of transactions based on a family, click on Acct Receivables ➡️ 5. Transaction Log by Family.
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To generate a transaction log:
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The user can choose to show Purchase, Payment, Credit Adjustment or Debit Adjustment by selecting the respective options before generating the report.
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To print the log, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.
Editing a Transaction
Transactions can be edited
when the transaction is:NOTif they are not linked to a prescription
.NOT linked to, a POS transaction
.NOT linked to, or a transaction that has already been rolled over.
If
the transaction meets this criteriathese criteria are met, a pencil icon will appear on the right side of the transaction line
to the right. Clicking it will allow you to Edit the prescription.In. Clicking this icon opens the Edit Charge Account Transaction
Screenscreen, where you can adjust the transaction date, amount, code, and remark
. From here you can also, or delete the transaction if necessary.
A transaction can be deleted if the user has the necessary access rights. Deleted transactions cannot be recovered.
By default, this function is set to "No Access
by default" for all users.
You will need to grant permission for each user that you would like to be ableTo allow a user to edit transactions
in, grant them permission on the Access Rights Assignment page
for that user..
Access rights can be located in Administration ➡️ 1. User Profiles ➡️ D. Access Rights Assignment ➡️ Accounts Receivables ➡️ ‘Edit or Delete Transaction’
Transaction Log By Family - Printout
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