Add Location Column to Charges Payment Details Report

What’s New

• • New Column Added:

    • Location column introduced in the following report:

      1. Charges Payment Details (By Payment)

  • Data Source:

    • Pulls location data from Practice → Location settings linked to the payment or deposit record.

  • Column Behavior:

    • Displays the practice/location name as defined in system settings.

    • Included in on-screen, print, and exported (Excel/PDF) report views.

  • Filter Integration:

    • Works with existing Location filters in the report criteria.

  • Export Consistency:

    • Location column appears consistently across all output formats.

How It Works

• Open Charges Payment Details (By Payment) report.

• In the search criteria, specify any applicable filters, including Location.

• Run the report.

• The resulting output now includes a Location column showing the associated practice or site name.

• The Location column can be:

  • Used for on-screen sorting or filtering.

  • Exported to Excel or PDF for reconciliation and audit purposes.

Benefits

• Allows direct reconciliation of payments by location without manual data merging.

• Provides clear visibility into payment distribution across practice sites.

• Improves financial tracking and auditing efficiency.

• Supports location-based performance analysis and reporting accuracy.