Designed specifically for bookkeepers and accountants, this hub offers a centralized location for all your financial reporting and billing needs.
Financial Reports in Jane
-
Our Billing Reports guide walks through all of the various financial reports in Jane, ranging from tracking cash flow, showing taxes invoiced or collected, reconciling your daily POS cash-out and calculating your clinic’s payroll.
-
Check out our Jane Payments Transactions, Payouts, and Monthly Processing Reports for some tips and tricks on how to reconcile your payouts with your bank statements.
Reconciling Clinic Finances
-
For a quick overview of each aspect of Setting Up Your Billing Settings in Jane.
-
Explore how a Reconciliation Date can help keep track of any changes that have been made to past invoices from different periods through Invoice Reversals.
-
Explore all the different Strategies for Investigating Reports and resources that you have at your disposal when taking a deeper dive into your clinic’s numbers.
-
Need help with sorting out some mystery balances? Check out our Credits and Owings - Investigating for all the tips and tricks!
-
We understand that the end of the year is a busy time for everyone, so we put together Jane’s Tips for Year End, which is a handy checklist to ensure a smooth rollover for your clinic into the new year.
-
Nothing is more satisfying than having all your accounts balance after some careful calculations. Our Reconciling Your Accounts Receivable (A/R) Between Periods guide is a deep dive into how you can keep track of invoices outstanding as of a given date.
-
For US-based clinics that bill insurance, explore our Insurance Specific Reporting (US) guide, as Jane has a few key reports and workflows that help you stay on top of your insurance billing.
-
Adjusting Invoice Dates is handy if you need to ensure that the totals listed within the Sales Report are recorded accurately within the correct periods.
-
Learn How to Edit the Received and Applied Dates of Payments to help balance totals reflected on the Transaction Report.
-
Take a look at our Working with the Purchase, Invoice, Received At, and Applied Dates guide for a details breakdown of how all the billing dates interact with financial reports in Jane.
Additional Resources & FAQs
-
Check out our handy Accounting Software and Jane and Importing Sales to Quickbooks Online (QBO) from Jane guides for all the details on how bookkeepers can use Jane and accounting software like Quickbooks together.
-
For our US clinics, learn more about mastering tax season with our webinar on Tax Tips for your Business with Bench Accounting and our bonus Q&A session on Common questions businesses ask during tax season.
-
The Reporting FAQs guide is a compilation of some of the most frequently asked questions we receive about working with reports in Jane.
Connect With Us
Our Facebook community is providing suggestions and sharing feedback that we are actively monitoring and collecting. You can find the link here to join! 💙
We regularly review our Feature Request Page which is available to our current community. At Jane, our mission is to Help the Helpers (that’s you!) Our community is full of engaged members who love sharing their experiences using Jane to run their practice.
Not a Jane user? Subscribe to our newsletter from our guide to receive feature updates.