How Can We Help?
< All Topics
Print

Accessing Financial Reports (Bookkeeping)

Bookkeeping and working with XERO made easy

Bookkeeping and accessing your financial reports is straightforward from inside F365.

F365 is designed to help your team stay focused on your patients and simplifying the workflows with invoicing, payments etc.

Then when it comes to time to do your bookkeeping you have multiple options. Users with the ACCOUNTANT role can access the accounting user interface.

Once you're in accounting mode you can view the transaction and invoicing history of the clinic with various filters, e.g. by clinic service, by date, by payment status etc.

One of the great features which the F365 team has added is the ability to download your transaction history of the clinic in a XERO friendly .csv file format. This means that you can massively simplify the time that it takes to enter transaction level data into XERO.

Table of Contents
Function 365 Landscape Logo - Practice Management Software
user linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram