Finance
Monitor financial activity and generate reports based on dental labs or individual work orders.
The Finance section helps you stay on top of all payments related to Work Orders. You can view totals per dental lab, track individual transactions, and export reports filtered by date, method, or status.
Pages
This section is divided into multiple pages:
Overview
Learn how financial data is structured and where it comes from.
Reporting
Export detailed reports in Excel format based on your current filters and view.
Best Practices
Tips to help you maintain financial clarity, apply filters effectively, and ensure accurate reporting based on your finance data.