Accounting Reports in AcuityLogic BackOffice

Shows the cost of sale information by office for the selected item type within the date range you specify. For each item, the report provides the item cost and sale price, quantity sold, total cost and sale amount, insurance allowance applied, discount, net sale, margin amount, and margin percentage.

You can report on all, one, or multiple offices.

When generating the report, select the Show Item Summary for ALL Offices check box to show the details for each item combined for the selected offices.

Select the Show Summary for Offices check box to show the details for all items combined for each office selected.

Lists customer credits that were added or removed within the date range you specify.

You can report on all, one, or multiple offices.

For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Customer Credit Report (AC149).

Gives you a quick view of the sales information by item type within the date range you specify.

You can report on all, one, or multiple offices.

The following options are available when generating the report:

• Summary – provides a summary by product type for all offices selected.
• Group by Office/Sales Category – provides details for each product type by category for each office selected. A total is provided for each office.
• Group by Region/Office/Sales Category – provides details for each product type by category for each office selected. The report is organized by region. A total is provided for each office and each region.
• Full Detail – provides a detailed report.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Lists the payments by payment type for the date range you specify. The report results are sorted by payment type (cash, check, Visa, and so on). For each payment, the report provides the payment number, order number, employee that recorded the payment, patient name, and amount.

You can report on all, one, or multiple offices.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Lists the patient transactions for the date range you specify.

You can report on all, one, or multiple transaction types for all, one, or multiple offices.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Lists the discounts given on orders by employees for the date range you specify.

You can report on all, one, or multiple discount reasons for all, one, or multiple employees and offices.

When generating the report, select the Page break by Employee check box to show the results for each employee on a separate page.

Select the Exclude Returned Orders check box to exclude returned and partially returned orders from the results.

Shows a summary of the discounts given by employees for the date range you specify. For each employee, the report provides the sale amount, discount amount, and discount percentage.

You can report on all, one, or multiple offices.

Shows the following details for the selected offices for the date range you specify:

• Hours
• Dollars per hour
• Cash sales
• Exams
• Exam fees
• Insurance sales
• Total sales
• Total billed
• Payment
• Insurance payment
• Doctor SPIFF
• Net receipts

Shows the value of system on-hand inventory items for one or more offices for the date you specify.

You can report on frames, accessories, or both (all item types) for all, one, or multiple offices.

When generating the report, select the Combine Offices check box to show the value of inventory items in all locations together.

Select the Include In Transit Items check box to include in-transit items in the report. In-transit items are listed after the on-hand items and have their own subtotal.

Select the Group by Office check box to show the value of inventory items by location.

Select the Group by Vendor check box to show the value of inventory items by vendor.

Select the Group by Collection check box to show the value of inventory items by collection.

Lists the sales for items for all, one, or multiple offices for the date range you specify.

You can report on all item statuses or a specific status. You must select a specific item type (such as Frames, Exams, Plans, and so on). Optionally, you can enter an item number to refine the report further.

Typically, the report is generated for frames. The report lists the frame name, collection, quantity sold, status, and net sales then total in sales. If a frame was bought and returned during the time period in the report, the Quantity column lists 0 for that frame.

For non-frame items, the Collection column contains no data. Eyeglass lenses are split by Base type, Material, Style, and Color/Coat and appear separately on the report.

When generating the report, select UPC or Item Number from the Show Optional Columns drop-down list to include either the UPC or item number on the report.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Lists patients that were refunded using the Mail Check option in AcuityLogic POS for the date range you specify.

You can report on all, one, or multiple offices.

For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Mail Check Report (AC131).

The Cost of Goods report shows transaction details for orders placed in the selected office. You can report on a date range or a specific month/year. You can narrow the report by transaction type and select to view a summary. This report exports to a CSV.

Summarizes financial information for the date range you specify.

You can report on all, one, or multiple offices.

For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Monthly Business Summary Report (AC101).

Shows the totals recorded during daily closings in AcuityLogic POS by payment source. The report shows the totals for each day a daily closing was performed for the date range you specify.

You can report on all, one, or multiple offices.

Lists the daily sales totals within the date range you specify. For each day, the report provides the retail amount, discount, allowance, copay, customer amount, receivable, net sale, tax, payment, credit, collection, and net AR.

You can report on all, one, or multiple offices.

When generating the report, select the Show Summary for Offices check box to combine the daily totals for each office for the date range selected.

Select the Show By Region check box to group offices by region and to show a total for each region.

Select both options to combine the daily totals for each office for the date range selected and to show a total for each region.

You can also generate the Monthly Sales Report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Shows the gross and net sale totals by doctor for the date range you specify. The report also provides grand totals for gross and net sales.

Lists the customer credit balance for each patient on the date you enter in the Cut Off field.

You can report on all, one, or multiple offices.

Lists payouts recorded during daily closings for the date range you specify.

You can report on all, one, or multiple offices.

Lists net accounts receivable (AR) for the date range your specify.

You can report on all, one, or multiple offices.

For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and POS AR Report (AC150).

Lists the pricing options applied to orders by employees for the date range you specify.

You can report on all, one, or multiple pricing options for all, one, or multiple employees and offices.

When generating the report, select the Page break by Employee check box to show the results for each employee on a separate page.

Lists sales by insurance plan for the date range you specify.

You can report on all, one, or multiple carriers for all, one, or multiple offices.

When generating the report, select the Show Summary for Offices check box to show the totals for each plan combined for all selected offices.

Shows the sales tax invoiced for the date range you specify. If you use the Multi-Tier Sales Tax Calculator, the report shows the sales tax invoiced for each tax authority.

You can report on all, one, or multiple offices.

When generating the report, select the Group By Office check box to show sales tax invoiced by location.

Select the Show Item Types check box to show sales tax invoiced by item type.