Table of Contents
To request the reports described in this chapter select , Generate Reports from the V/BOSS Main Menu.
Some of these reports may be first "written to a file" and then printed at a later time while other V/BOSS functions are performed. (See PRINT REPORT ON FILE).
Special forms are needed to run Rolodex cards, labels, and postcards. IT IS IMPORTANT THAT THE OPERATOR MOUNTS THE CORRECT FORM IN THE PRINTER BEFORE PRINTING THE JOB. On the jobs requiring special forms, the first printout on the form will show (with X's) where the data will be printed. These X's will be reprinted a number of times so you may ensure that the printer is aligned properly.
A. Daily Cash Report
B. Check Deposit Listing
C. Daily Client Recap
D. Journal Inquiry
E. Expanded Cash History
F. V/BOSS Account Activity
G. Inventory Control Reporting
H. Sales Tax Reporting
I. Provider Commissions
J. Inventory Usage by Provider
K. Medical Logs
L. User Activity Log
M. Report Procedure Sales
N. Inventory Item Usage
0. Daily Reminder Report
P. Database Listing
Q. Master Labels
R. Patient Labels
S. Inactive Client Report
T. Client Referral Report
U. Rolodex Cards
V. Rabies Reports
W. AIR Reports
X. Release 3 Reports
y. Transaction Journal Verify
The Daily Cash Report may be printed or viewed as many times each day as desired. A V/BOSS day runs from midnight to midnight, so any report run during the day will show a cumulative total. It is important to know if you have combined cash drawers or not. Please read the following section carefully. If you do have combined cash drawers, you need to know which cash drawer has been designated as the "master".
Uncombined vs. Combined Cash Drawers
A "cash drawer" is defined as any workstation at which you complete transactions. If transactions are completed at only one workstation in your clinic, you have a single cash drawer and therefore do not need combined cash drawers. If you have more than one cash drawer, but want separate cash reports from each, you should not have combined cash drawers. In either of these scenarios you may skip to the next section regarding Processing the Report.
If you have multiple cash drawers but want a combined report you should combine the cash drawers. You may combine up to twelve cash drawers. To do so, from the Main menu select  File Maintenance, then [A] Abbreviations and [A] Add. Respond to the prompts as follows:
Enter the abbreviation [Cd01]
Enter the type [$]
You will then see the following:
The Master Cash Drawer is where you will print all cash reports. Decide which workstation will be the master and enter the ID of that terminal (eg. main, ibmOl, sun02) beside User $ 1. Enter each additional cash drawer up to eleven more. These cash drawers are called slaves. When finished press <F9> to update.
When printing a cash report from the Master Cash Drawer the slaves MUST be logged off to combine properly.
Processing the Report
From the Main menu select  Generate Reports then <Enter> on Daily Cash Report. You will see:
This selection directs the output to the desired printer, a print file for later printing, or chooses No Printer. User Defined Path allows ADMIN to direct the output to a different printer or file. Normally, you will press <Enter> at this point.
You will next choose the desired Cash Drawer. For the Cash Drawer where you are, press <Enter> on the first selection. To choose a different Cash Drawer arrow down to the one you want (if there are multiple selections) and press <Enter>.
Respond appropriately to the following prompts:
Select Report .
You have six choices at this point. Be sure you know which report you want, two of them can be quite lengthy. On the following page is a description of each.
Enter DATE for Journal Entries
The date displayed will be the system date. You may press <FlO> to accept that date or type in a previous date.
Video Display This is the only one of these reports which does NOT print. The screen will display the amount of cash taken in that day broken down into payment types. See Below.
Super Brief This is a printout of the information which is viewed when you choose Video Display.
This information may be VIEWED by choosing Video or PRINTED by choosing Super Brief.
Brief This report includes the above and also contains summaries of Provider totals, Grooming and Recall income, applied credits, taxable sales and sales tax collected. See the next page.
No Detail Report This report includes the Brief report and a breakdown by category and also within categories. If you have the abbreviation .Cpro = Y there will also be a Procedure breakdown by Provider (see ABBREVIATIONS).
Detailed Report This report includes the Not-detailed report and a listing of every transaction that was completed during the specified day. This report is primarily for finding errors. NOTE: Transaction numbers are created when interest is applied to accounts (monthly statements) and when Inventory transactions (e.g., Adjust Stock) are performed.
After entering the desired report type, the report will print (or display). You will be prompted: Print A/R Register? [Y]es or [N]o. This report shows accounts which have had activity during the day (e.g. payments, balance created).
End of Day Report Terms
Total Collected Amount- this is the figure to balance your drawer with. Includes all cash taken in (sales, deposits, payments, tax) and any refunds given.
Recall Income- Total dollar value of transactions involving Patients who received a recall postcard.
Gross Daily Receipts- Total of money taken in through POS BILLING (does NOT include payments posted through Receivables) less any Returned Checks (RET-CK) plus any payments for Returned Checks (RET-PD).
Gross Daily Sales- Total dollar value of Procedures performed during the day (whether paid for or not) less discounts and Returned Checks (RET-CK) plus sales tax and payments for Returned Checks (RET-PD)
Exceptions- Dollar value of Procedures performed in categories you choose to have separated out by use of the abbreviation .Pexc. See ABBREVIATIONS.
Provider Summary Total- Total dollar value of line items (Procedures) Performed during the day. Does NOT include sales tax or discounts.
Line Item- An item on the receipt, regardless of QUANTITY. For example "4 Feline Maint.-Canned"! would be 1 line item even though the quantity is 4.
Please Note: The number of New Clients listed, includes only Clients registered on that day who ALSO had a transaction that day.
Month to Date Totals
This report shows a daily total for each day of the selected month and a running total for the month. After selecting Daily Cash Report from the Generate Reports menu and entering the correct cash drawer name, enter any date in the desired month. When prompted to select report, type [M] for Month to date totals. The report will be printed for the entire month.
This is a list of checks taken in during the date entered. The report includes the check number, the Client's name, and the check amount. At the bottom is a total of all checks. Many banks will accept this listing along with the deposit slip, saving you the trouble of listing them individually on the deposit slip.
This report summarizes daily transactions for each client for the requested date. Select Recap from the Generate Reports menu. Enter the desired date or press <FlO> for the current date.
This selection may be used to VIEW transactions and to print duplicate receipts. To be able to find a transaction you need to know the date the transaction occurred. You will find the transaction more quickly if you also know the transaction number. If you don't have the transaction number you may scroll through the transactions for that day or search for the Client number. Select Journal Inquiry from the Generate Reports menu. Enter the transaction date.
To search by transaction number, if the transaction number is known, enter it. The transaction will then be displayed. If the transaction is unknown, press <Enter> to accept transaction number 001. You may then use <FlO> and <F2> to scroll through the transactions until you find the one you need.
To search by Client number, enter the transaction date. Press <F5> to initiate the search by Client number. Enter the Client number. The Client's first transaction for that day will display. If the Client had more than one transaction on that date, you may use <FlO> to scroll through them. "End of file reached!" will display if you press <FlO> and there are no more transactions for that Client.
The Journal record shows each line item which was billed out along with each item's price and the Provider who was credited with it. The payment record is also shown which includes the payment amount, payment method, discount and sales tax. The amount of the invoice which is considered paid off (see Provider Commission Report) when accounts are aged is also shown.
To Print a duplicate receipt, you must use Journal Inquiry to find the transaction. When the transaction is on the screen press [P] to print. The duplicate prints as it appears on the screen. Any instructions or certificates that may have printed with the original do NOT print with a duplicate.
This selection is exactly like the Daily Cash Report except that you may enter a starting date and ending date to receive combined totals for the selected dates. If the abbreviation .Exdt exists with [Y] as the abbreviation text (see ABBREVIATIONS) a listing of daily totals and a running total, will also print for the time period you have requested.
To generate the Expanded Cash History report, select [E] from the Generate Reports menu. Press <Enter> to receive the report for the terminal you are on (or all if this is the Master) or enter the ID of the desired terminal (see End of Day cash report). You may choose to print the Detailed, No Detail, Brief, or Super Brief. Or you may VIEW a cash SUMMARY by selecting [V] for Video Display. See End of Day Processing (Cash) for a brief description of each report type. Enter the beginning date and then, the ending date.
This selection allows you to print 3 different cash summaries. You must have posted your V/BOSS transactions to the General Ledger to create this report. Please be sure you understand what you are doing. See FINANCE MANAGER for more information on posting to the General Ledger.
NOTE: Clinics who were on Release 3, when requesting these reports, do NOT enter any dates during which you were on Release 3. Only Release 4 information may be included.
Enter the letter, [E], [Q] or [Y], for the report you want printed.
You will be prompted to enter the starting date and ending date for the desired time period. You may then specify a single cash drawer or press <Enter> to include all cash drawers. You will also choose whether to print the report on the [B]illing printer or system [P]rinter. The edit listing will show the debits and credits applied to V/BOSS Accounts.
Enter the last two digits of the desired year. Enter the desired cash drawer or press <Enter> to accept all cash drawers.
This report is an analysis for five consecutive years, beginning with the year you enter. Enter the last two digits of the starting year. Enter the desired cash drawer or press <Enter> to accept All cash drawers.
The Daily Cash History file can grow very large. To keep the size down (to slow the filling of your hard disk), you may want to delete the daily records periodically. You should probably perform this purge after the end of a year Keep in mind that the effect this will have is that you will no longer be able to print the Date Range Billing History Report for the dates that have been deleted. You will still be able to print the Quarterly and Yearly Analyses. This does not affect the End of Day Reports or Expanded Cash History.
The program deletes an entire year's history at the same time. You specify the year to be deleted. From the Generate Reports menu press  Billing History Report and [F] File Maintenance. Then enter the last two digits of the year to be deleted. Double check your entry BEFORE answering [Y] to "Are You Sure?"
There are two Inventory Control reports,  the Depletion Journal Listing and  the Edit Listing. The Depletion Journal will show Procedure/Inventory depletion (with Providers), inventory adjustments and additions. The Edit Listing will show the V/BOSS accounts affected by these occurrences. Therefore, you MUST post the V/BOSS transactions to the General Ledger before processing these reports. See FINANCE MANAGER for information on posting to the General Ledger.
Depletion Journal Listing
If the transactions have been posted, select  Generate Reports, [I] Inventory Control Reporting, then  Depletion Journal Listing. Enter the desired starting and ending dates (YY/MM/DD format). Enter the desired Provider Code or press <Enter> for all Providers.
V/BOSS transactions MUST be posted to the General Ledger prior to generating this report. See FINANCE MANAGER for information on posting to the General Ledger. The report shows sales tax amounts that have been posted to your V/BOSS Sales Tax account.
YOU MUST READ THIS ENTIRE SECTION TO PRODUCE THESE REPORTS CORRECTLY!!! THIS MEANS YOU!!!!! If you pay Commissions to your doctors (or any employees) based on the dollar value of work performed (or items sold), these reports will display or print the dollar values for each Provider for any desired time period. There are four different reports available which are explained below.
Video This is the only choice that displays on the screen. Each Provider who has been given credit for procedures at POS Billing will be displayed along with the number of procedures performed, the dollar value of those procedures, and the actual collected amount of the procedures performed.
Brief This is a PRINTOUT of the Video information.
Summary This PRINTED report gives the same information as the Brief, but breaks the procedures down into categories.
Detail This PRINTED report breaks down even further, into individual procedures.
You may specify up to ten categories that may be excluded from these reports. To do so, create the abbreviation .Pexc. For the abbreviation text enter the letter(s) which corresponds to the category or categories to be considered Exception Category (e.g., [B] for Boarding). See ABBREVIATIONS for help in adding this abbreviation. When generating a provider Commission report, you will be given a choice of whether or not to include these categories.
Before processing any of these reports, you MUST AGE THE ACC0UNTS!!!! The collected amounts will not be updated until the accounts are aged. ( Receivables, [A] Age accounts). However, ONCE ACCOUNTS ARE AGED, TRANSACTIONS PRIOR TO AND Up TO THE DATE ACCOUNTS WERE AGED MAY NOT BE CLEARED OR VOIDED! Be sure that all corrections have been made before aging accounts. (Remember, accounts are automatically aged when monthly statements are processed.)
To generate a Provider Comission Report first Age the Accounts by selecting  Receivables from the Main menu and [A] Age accounts from the Receivables menu (if you JUST processed monthly statements, you do NOT need to age the accounts). Then select  Generate Reports from the Main menu and [P] Provider Commissions from that menu. Answer the following prompts appropriately:
Accounts Must be Aged before processing these reports!
Do you wish to proceed? N
If accounts have been aged, type [Y].
Please enter date range for reporting:
thru Enter the desired dates in the format requested.
Are you sure?
Double check the dates entered and type [Y] if correct. If incorrect, type [N] and make corrections.
Please select desired report ---> S
Enter the letter which corresponds to the desired report, [D], [S], [B] or [V].
Do you wish to include Exception Categories?? N
Enter [Y] if you wish totals calculated for ALL categories, or [N] if not.
IT IS IMPORTANT THAT YOU UNDERSTAND that only transactions that have been completely paid will be included on the report. If a Client has only partially paid for a transaction, the partial payment is NOT included on the Provider Commission Report. When a transaction has been paid IN FULL it will be marked as PAID on the date the accounts are AGED and then be included on this report. It is worth mentioning again that payments are automatically applied to the Client's oldest balance.
IT IS RECOMMENDED that you carefully record when your accounts are/have been aged. It is critical that you age your accounts as the LAST ACTION of the day that your report should end. You should enter that DAY as the ENDING DATE for your report, and the day after you age your accounts as the STARTING DATE for the NEXT period. (Please ignore any references that the starting and ending dates should reflect the date that you age your accounts).
This report will show the inventory depletion that has occurred resulting from Point of Sale billing and the Provider that was credited for the line items.
You may print a Surgery Log or X-Ray Log for any desired date range. Select [M] from the Generate Reports menu. Enter the starting and ending dates. Check the dates entered and if correct, answer [Y] to Are You Sure?'. Enter [S] for a Surgery Log or [X] for an X-ray Log. The Surgery Log includes all procedures performed in categories [S]urgery and [A]nesthesia. If you prefer to include other or additional categories on this report, you may do so by adding the abbreviation Slog to your system. This abbreviation will allow you to specify up to 5 categories to be included on this report. See ABBREVIATIONS. The X-ray Log includes all procedures performed in category [X]ray. If you prefer to include other or additional categories on this report, you may do so by adding the abbreviation .Xlog to your system. This abbreviation will allow you to specify up to 5 categories to be included on this report. See ABBREVIATIONS.
Many sensitive activities are tracked while V/BOSS is running. The time and date, along with the operator ID is logged when these procedures are executed. This report will also show the before and after values when certain configuration items are modified.
You may view the quantity sold/dollar value total of any Procedure for a specified date range. Once the information is displayed, you may print the screen by holding down <Ctrl> and typing [P]. From the Generate Reports menu, arrow right once and press <Enter>. You will see the screen below:
Enter the desired Procedure Code (or press <F4> for a look-up window). If you prefer to enter the Procedure Name, or to look for multiple similar procedures (e.g., Rabies 1 Year and Rabies 3 Year), press <Enter> at the Proc Code field. You may then enter all or part of a Procedure name and press <F7> to fill the rest of the field with [*] (which are wild cards). Enter the desired Starting and Ending dates. This data will then be processed and the quantity sold and dollar value will display. You may press <Ctrl-P> to print the screen.
You may view the quantity of Inventory items used during a specified time period. This can be very helpful when placing orders. Once the information is displayed, you may print the screen by holding down <Ctrl> and typing [P]. From the Generate Reports menu, arrow right once and press <Enter>. You will see the screen below:
Enter the desired Inventory Item (or press <F4> for a look-up window). If you prefer to look for multiple similar items (e.g., Rabies 1 Year and Rabies 3 Year), type [RABIE] and then press <F7> to fill the rest of the field with [*] (which are wild cards). Enter the desired Starting and Ending dates. This data will then be processed and the quantity sold will display. You may press <Ctrl-P> to print the screen.
Select [A] from the Report Selection Menu. We STRONGLY recommend that you select [F] to write this report to a file and use Print Report on File to print it. If you choose [P] or [B] to print and for some reason the Printer jams, you will NOT be able to reprint the Reminder listing for that day unless the report was written to a file. See REMINDERS for information on setting up Reminders.
The database listing is a list of all Clients in your system, including their account number and home and business phone numbers. The listing may be printed alphabetically by Client last name or numerically by Client number. V/BOSS will begin printing with the name or number you indicate and continue until the end of the file. From the Generate Reports menu arrow right once to Clients, then <Enter> on Database. Enter the starting name or account number. The report will then print in that order.
Client Labels in the format shown below may be printed for all Clients and then periodically for new Clients and any Client whose name has changed. They are designed to be printed on 4" X 7/16" labels.
NOTE: If you wish to make sure a label is printed for a particular Client, find the Client and press <F3> to modify the record. Then move the cursor to the "STATE" field and retype the state. Press <F2> Completed and answer [Y] to "Set Patient Label to print?" if you are prompted. This will cause V/BOSS to generate a new Client and Patient label.
From the Generate Reports Menu arrow right once to Clients. Then choose Master Labels. Respond appropriately to the prompts:
ENTER [A] for Alpha Sort or [N] for Numeric __
Enter [A] for alphabetical order, [N] for numeric order.
ENTER  to print labels for ALL labels,
or  for only updated & new labels ----> _____
(Remember, the first time you run this report ALL Clients will be considered NEW.)
ENTER # labels per each client > 1
Enter the number of labels you want per client. For instance, if you need one for each side of a folder, enter .
Enter P to print F to write File ---->
It is recommended that you write this report to a File in case the paper jams or for some other reason you need to reprint them. If you chose [P] to print labels and for some reason the printer jams, you will NOT be able to reprint labels for the clients chosen unless the report was written to a file.
Enter starting CLIENT LAST NAME (NUMBER) ___________
If you chose Alpha sort, enter a starting name letter (enter [A] to start at the beginning). For Numeric sort enter the starting number (enter  to start at the beginning).
The system will then sort the labels to be printed. You will see it counting. If you chose [P] to print, make sure the labels are in the printer and answer [Y] to test alignments. The system will print six alignment labels and then the actual labels will print. If the report was written to a file, from the Main menu, select [P] Print Report on File, [R] Print V/BOSS Report, then [A] Master File labels. Six alignment labels will be printed, then the actual labels.
If your clinic has remote sites, only labels for that site will be printed as long as the first special field of the client record is CLIN-ID. Contact the System Administrator to add this function.
Patient labels in the format shown below may be printed for all Patients and then Periodically for new or modified patient records. They are designed to be printed on 3 1/2" x 15/16" labels.
To make sure a label is printed for a particular patient, find the Patient and press <F3> to modify. Move the cursor to the "STATUS" field, and either change the status or retype the present status. When finished, press <F2> Completed. This will cause V/BOSS to treat the patient as a modified record.
To generate the labels, from the Generate Reports menu arrow right once to Clients. Choose Patient Labels. Respond appropriately to the prompts:
Enter  to print labels for ALL labels, or [99999) for only updated & new labels ----> _____ (Remember, the first time you run this report ALL Patients will be considered NEW.)
Enter # labels per each patient ----> 1
Enter the number of labels you want per patient. For instance, if you need one for each side of a folder, enter .
Enter P to print F to write File ---->
It is recommended that you write this report to a File in case the paper jams or for some other reason you need to reprint them. If you chose (P) to print labels and for some reason the printer jams, you will NOT be able to reprint labels for the patients chosen unless the report was written to a file.
Enter starting PATIENT number ----> 0000000
Enter desired starting patient number or <Enter> to start with the first patient.
The system will then sort the labels to be printed. You will see it counting. If you chose [P] to print, make sure the labels are in the printer and answer [Y] to test alignments. The system will print six alignment labels and then the actual labels will print. If the report was written to a file, from the Main menu, select [P] Print Report on File, [R] Print V/BOSS Report, then [B] Patient File labels. Six alignment labels will be printed, then the actual labels.
12001 14 MUFFY FS F
If your clinic has remote sites, only labels for that site will be printed as long as the first special field of the client record is CLIN-ID. Contact the System Administrator to add this function.
Any Client with status [I] will appear on this list along with their account number, last visit date and contents of their comment line. From the Generate Reports menu select [I] Inactive Client Report. You may have the report print on the [B]illing printer or System [P]rinter, or have it written to a [F]ile. If it writes to a file, when you are ready to print it go to Print Report on File. Press [p] to print other report. Then type [/usr/RM2/INACTIVE.PRN]<Enter>.
will print a detailed report showing Clients who were referred and who referred them. You must have one of the ten Special Client Fields labeled Refer. Not REFER! (see CLIENTS and CONFIGURATION) and be utilizing this function. To print the report, from the Main menu select Generate Reports, arrow to the right once to Clients and choose Client Referrals. Enter the date to process FROM (from WHEN up to today).
You may print Rolodex or Wheelex cards for all Clients and then periodically for new or modified Clients. To do so, from the Generate Reports menu arrow right once to Clients and select Rolodex cards. Then appropriately respond to the prompts:
Please enter the type of cards to be printed.
Please enter selection.
A. Print All
B. Print Updates
Enter Starting Last Name Desired
You may just type a beginning letter and <enter> if you wish.
This report will be written to a file. When you are ready to print, load continuous feed cards into your printer. From the Main menu select [P) Print Report on File and choose [R] Print V/BOSS reports. Press [J] for Rolodex cards. Five alignment cards will print for you to get them lined up correctly.
If your clinic has remote sites, only Rolodex cards for that site will be printed as long as the first special field of the client record is CLIN-ID. Contact the System Administrator to add this functionality.
To generate a Rabies report, from the Main menu select  Generate Reports then arrow right twice to Rabies and press <Enter>. "Please enter report format  Full;  Compact" The compact format omits the state and zip code and uses two lines per Patient rather than three. If you choose the Full report you will be prompted to enter [C] for Cards or [P] for Report format (8 1/2 x 11 paper). If you select cards you will need to load 4x6 cards in your printer.
After making your format selection the following menu will display.
Selecting  Print by date Issued, will allow you to print a rabies report for a specified range of dates. You will be prompted to "PLEASE ENTER THE STARTING AND ENDING DATES". After entering the dates you will be prompted to "Enter P to Print F to write to file. Entering [P] will cause the report to print immediately after it is sorted. Entering [F] will cause the report to be written to a file so you may print it at a more convenient time. The report will be similar to below.
YOU MUST PRINT SEPARATE REPORTS FOR
ONE YEAR AND THREE YEAR (OR 2 YR) VACCINATIONS.
You may also choose to print either a range of tag numbers or all the tag numbers from a particular year or years.
Selecting  "Print Tag # RANGE" will prompt V/BOSS to request you to enter:
V/BOSS will prompt "P to Print F to Write to file"; type [P] or [F].
After entering the year and the tag number, the report will either print or be written to a file, depending on your selection. If written to a file, you must go to Print Report on File to Print.
After selecting  "print Listing by Year", enter the beginning and ending year(s) for which you want rabies tag numbers printed.
Enter the tag year(s) in the format YY
V/BOSS will prompt "P to Print F to Write to file"; type [P] or [F].
Selection  Print for a given Batch, gives you the ability to contact Clients in the event of a vaccine recall. You must have been keeping your batch information in the Rabies stacks up to date to utilize this selection effectively. See RABIES for help on updating the Batch information.
Finally, you may select any of the above reports for a specific County. To do so, before selecting [1, 2 or 3] press [C] for Select Specific County. Then type in the name of your target County. The report menu will redisplay with your County listed. Then proceed as above with the report you need.
Unless you have JUST run Monthly statements you need to AGE the accounts before requesting any of these reports. To do so, from the Main menu select  Receivables, arrow right twice to A/R Functions and choose Age Accounts and [Y] to "Do you wish to continue?" REMEMBER, Once the accounts have been aged, you may not void any transactions that occurred before the aging.
After the accounts have been aged you may request an A/R Master Listing by returning to the Main menu and selecting  Generate Reports. Then arrow right 3 times to A/R and press <Enter>. You will have eight choices. Any of the printed selections may be printed in last name or account number order. If you have Multi-clinics, you may request these reports for all or a single clinic.
[S] The Brief Screen Report will DISPLAY a summary of your total current, over 30 days, over 60 days and over 90 days A/R figures. Also the total amount in collections.
 Full A/R Report will PRINT a report showing A/R information for all outstanding accounts.
 Full A/R Report [no Collection Accounts] will PRINT the same report, excluding collection accounts.
 Accounts > 60 days PRINTS a report that lists only the accounts with an A/R balance over 60 days due. (The report shows the entire outstanding balance, not just what is over 60 days).
 Accounts > 60 days [no Collection Accounts] PRINTS the same report as , excluding collection accounts.
 Accounts > 90 days & < 120 days PRINTS a report that lists only those accounts that are over 90 days old but less than 120 days old.
 Collection and Bankrupt Accounts PRINTS a report for ONLY collection and bankrupt accounts. See RECEIVABLES for information on flagging accounts.
[H] A/R History by Year PRINTS a report showing summary A/R information for all dates that accounts were aged during a given year. This report is not retroactive, that is, if you converted to Release 5 from an earlier V/BOSS release, the information on this report begins after your conversion.
After choosing the report and the order to print you will be prompted "Billing Printer or system [printer] ? B or P ?" Selecting [P], will print the report on the default system printer. Selecting [B], will print the report on the Billing printer of the terminal you are on.
You will then be prompted to enter the Sort Order. Type [N] to process the listing alphabetically by last name or [#] to process the listing numerically by Client Number. The report will then print.
For clinics that were converted from V/BOSS Release 3 to Release 4, to be able to look up a transaction that occurred BEFORE you were converted. From the Main menu select  Generate Reports arrow right 4 times to Previous Releases. You may select Journal Inquiry, Expanded Cash History or Daily Client Recap. Only enter dates during which you were on Release 3.
This selection will scan the journal files of the desired date for errors. You should scan the journal files if the system aborted during a transaction or if the V/BOSS Finance Manager reports a bad transaction. If an error is found during this scan, you should call CRT Systems at 800-226-8387 for help in resolving the error.
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