How are you balancing your practice at the end of the day?  At Datacon we recommend the following quick list of tasks to help you reconcile your practice and back up your data.          

• Balance all posting:  From Daily Statistics, select the date, Completed Work Transactions, and press print.  Compare this report to your route slips or daily schedule.

• Review/correct the deposit:  From the Deposit Slip menu select Review deposit slip.  If you find an error, select the incorrect entry, select Responsible Party from the transaction detail and go to the account ledger.  Delete the incorrect transaction and add the correct one.  As you exit you will go back to the Deposit Slip menu.

• Print the deposit slip: Prior to printing the deposit slip, toggle the selection second from the bottom to read "Include deposit detail" to receive a printed report of each payment entry, including itemization of group checks.  Print and accept the deposit once you have reviewed it.

• Print the control sheets:  From the main menu, select Print control sheet.  This is the most important document produced by the Datacon system, providing your practice with a precise record of all transactions entered into the computer from the last time the control sheet was run to this time.  The control sheets are a 3-part report tracked by serial numbers and cannot be reprinted after they have been accepted.