Exploring why your earnings summary report is reporting different figures when comparing monthly figures combined versus the whole year for the same time period.

For example: If you have run the report each month and added these up to £50,000 and run the report for the entire year and get a higher figure of say £65,000.

The annual total is higher than the month's combined

The earning summary report is a snapshot of what you have earned within a given time. With the difference in totals coming from deposits and unallocated payments.

For example:

• If a patient pays £350 in January and £50 is used for private treatment in January when running the report for January will show £50.
• If the same patient has more private treatment in February costing £300, running the report for January again will still show £50. Running the report for February will show £0. Running the report for January and February combined will show £350

This is due to the date range of when the receipt was taken and the treatment was done. In our example the receipt (£350) and the first treatment of £50 were done in January, so running the report for this month will show £50. The second treatment of £300 was done in February but the receipt is out of the date range, so the report for February will show zero pounds. Running the report for Jan and Feb combined will have the receipt and both treatments in the date range and therefore show £350

Tricks and Tips

• This report is not advised for use when paying associate dentists, for this purpose it is advisable to use the allocated payments report.