The Day Sheet can be created by the following steps:

Click on Billing | Create Day Sheet from the left navigation list   

The "Include my own transactions" checkbox will create a day sheet with only the provider's transactions on it. This option is not for staff users, nor is it commonly used.

Click Create Day Sheet

Click OK which sends the document to Tools | Report Queue

This action will create a PDF where you can view the information.

• Valant recommends posting all payments on a regular basis, as bank deposits are made.
• If payments are posted on a bank deposit day, it can easily be audited and verified by using this day sheet.
• The totals displayed should equal the amount of money that was deposited in the bank for that day.

• This will show a detailed breakdown of all charges, payments, refunds, adjustments and pre-paid activity
• The day sheet functions as an accounting tool that shows all activity since the last day sheet was generated
• Review carefully, make all corrections before clicking Mark Day Sheet as Created and Save Day Sheet
• Once a transaction has been saved on a day sheet, it cannot be deleted or altered