Income & Item Code Utilisation

The Income & Item Code Utilisation report provides insights into both income and item code usage across your practice. Results can be filtered by practice, provider, and payment channel, with income calculated from the total invoice amount (including GST where applicable) and covering unpaid, paid, and partially paid invoices.

This guide will show you how to access the report, apply filters such as practice, invoice status, and date range, and then view the results in a visual graph. It also explains how to export the report into PDF format for record-keeping or further analysis.

1. Click More then Reporting, and click on Financial.


 

2. Select Income & Item Code Utilisation

 

You will be taken to the Income & Item Code Utilisation screen. Note the (?) icon you can hover over to give a quick description.



 

To view a for a Income & Item Code Utilisation 
Click Filter and Select the Practice name 

 

Select the invoice status e.g (Paid or Partially Paid) and select the date range e.g This month




 

This will generate a graph that shows the usage of item codes and income by practice, provider, and payment method.

To export this report, click Export and select your preferred data format - you can select PDF or Excel.