Viewing the Ledger for an Order Associated with a Transaction

  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Enter the patient's information and click Search.
  3. Select the patient from the search results list.
  4. On the left side menu, click Material Orders.
  5. Click the Transactions tab.
  6. Locate the transaction, and click the link in the Order # column.

    The order's Ledger screen opens.

  7. To print the Ledger, click Print.
    You can also print the Ledger from the Invoiced tab in Material Orders. For more information, see Printing the Ledger for an Order.