End of Day Reconciliation
When you are ready to review and close your books at the end of the day, go to Financials > End of Day.
Vetspire Recommends
End of Day forms are typically reconciled at the end of the day. It is recommended to reconcile payments at least once during the middle of the day to catch any potential issues.
How It Works
The End of Day window automatically displays information for the current day. To reconcile past end of day forms, select the date to open the calendar widget and select a previous date.
Select Download End of Day Summary to save a PDF version of the End of Day report for your selected location.
Enter any significant financial updates in the Notes section.
Select Mark Reconciled when you are ready to close the End of Day form.
End of Day Invoices
Select each row in the Invoices section to view reports of open, due, and paid invoices. From each report, you can select a record to navigate to the invoice in Patient Chart > Billing.
Invoices Left Open: Displays all open invoices for the current day.
Accounts Receivable: Displays all invoices in the Due status for the current day. (See example image below.)
Paid Invoices: Displays all invoices that payment was collected for today.
End of Day Payments
The Payments section lists all payments collected today by payment method (such as Cash, Care Credit, Voucher, etc.). Select each row to view all payments by that method for the current day.
Toggle on Show Account Credits to see client credits used and given on the current day.
Can I edit my End of Day form after reconciliation?
Yes! The End of Day window displays when the form was originally reconciled. Select Undo to re-open the form. Make sure to reconcile the form again after making your changes.