Download transactions

NeoEHR user guide

Pages

Accountant/Cashier

Link to page

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Navigate to the Download dropdown at the top right corner to access the Download Transactions and Download Claims buttons.

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Click Download Transaction to access the parameter filter screen.

Set parameters based on Service Centre, Mode of Payment, and Duration.

Click Preview Transaction Summary to view the information in a tabular format.

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Once you have confirmed the information, click on Download on the top right.

The transaction history will be downloaded as a spreadsheet.

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