Transaction Report

The Transaction Report in MediRecords is a powerful financial reporting tool designed to give practices full visibility over all monetary activity. By extracting detailed information such as transaction dates, transaction types (invoices, payments, refunds, write-offs), GST breakdowns, and payer, patient, and provider details, the report helps practices maintain accurate financial records and streamline reconciliation.

This feature is particularly useful for administrators and practice managers who need to track cash flow, monitor refunds, or audit billing activity across one or multiple practices. With the ability to export data into Excel, users can further refine, filter, and analyse results, ensuring financial transparency and supporting compliance with reporting requirements.

1. Navigate to the More menu > Reporting > Financial.

2. Click on Transaction Report.

In the Transaction Report window shown below, you can type the name of a Practice or select multiple or All Practices from the drop-down list.

You can also type the name of a Provider or select multiple or All Providers from the drop-down list.

Select Transaction Types, select Invoice, Payment, Write Off, Refund or a combination of these.

Select the From and To dates.

Click Export to Excel. You can then filter the results as needed from Excel.

If you need further assistance, please contact support on 1300 103 903 or email at support@medirecords.com