- Financial section > Tasks > Finalize Transaction Report.Use the Finalize Transaction Report feature to generate a Transaction report of the new patient records and transactions you have posted to your Edge system since the last time you finalized, and close out your day. We recommend you finalize the report every working day to have an accurate audit trail.
You can run preliminary Transaction reports from the Edge Reporting tab as often as you wish, while continuing to accumulate transactions. Once you run the final report, each transaction on that report is permanently assigned to the report number. Transactions posted after you finalize are assigned to the next sequential report number. We recommend that you save a printed or digital copy of all final reports, although under normal circumstances you can regenerate any previous report upon request.
Home Ribbon Bar - Financial section > Tasks > Finalize Transaction Report.
Review Finalize Report Summary - The Finalize Transactions window includes the number of transactions waiting to be finalized, as well as a summary of the last time you finalized transactions. If you select an individual office, the number of pending transactions refers only to transactions posted for that office.
Select Office to Finalize - (Optional. Not common.) While most practices finalize the transactions for all locations simultaneously, you can choose to finalize the transactions for individual offices instead. Keep in mind that you will only be able to run a final Transaction report and Deposit Slip for offices that you have finalized.
Finalize Transactions - (We strongly recommend that you review a preliminary Transaction report for accuracy before continuing.) If you are certain that you are ready to close out your day, click Finalize. You must then click Yes or No to confirm or cancel your action. All the transactions that were pending are now permanently flagged with a Transaction report number. Note that this action cannot be undone.
Review / Print Final Transaction Report - Immediately after you finalize, the Transaction report opens, ready for you to review and print or save. Once you exit this report, you can re-generate it by selecting the report number or date as an old Transaction report. See "Transaction Report" for details about each section of the report.
Un-Finalized Transaction Warning - You can choose whether to see an alert to warn you when you attempt to post a transaction before yesterday's transactions have been finalized. See "Set Up Financial Options" for details.
Transaction Report Log - Run a Transaction Report Log to review the dates, times, and operators that finalized transactions and ran your final Transaction Reports.See "Transaction Report Log" for details.
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