Hippo Manager offers a variety of Financial and Inventory reporting, and there are a few specifically helpful for collecting tax information.
Balance Sheet Report
1. Select the Reports option from the menu along the left side of the page, and then select the Detailed Reports icon.
2. From within the list of new icons, select Balance Sheet. Then select the appropriate practice location and Date Range, and click Get Report.
3. The Balance Sheet will display monetary values within an assigned Location, and Date Range that includes:
- Accounts Receivable Summary for aged open invoices
- Detailed Breakdown for dollar amount of Procedures/Services, Inventory, C.O.G Sold, Profit, Taxed Sales, and Non-Taxed Sales
- Sales Breakdown for dollar amount on a previous to the current month or year comparison
- Total Taxes on open vs completed sales
- Processed Sales on open vs completed sales
- Payments breakdown of dollar amount by payment type
- Inventory Receiving by company name and dollar amount
- Gift Cards used vs unused
- Discounts used vs unused
For more information about this report, check out Reports: Detailed Balance Sheet.
Graphical Taxes Report
1. Select the Reports option from the menu along the left side of the page, and then select the Graphical Reports icon.
2. From within the list of new icons, select Taxes. Then select the appropriate practice Location, Sale Status, Date Range, and Category Display, and then select Get Report.
3. This report will generate a visual graph of each tax type listed in your system and the total dollar amount for each depending on the filters that were selected in step 2.
For more information about this report, check out Reports: Graphical Taxes.
Detailed Sale Items Report
1. Select the Reports option from the menu along the left side of the page, and then select the Detailed Reports icon.
2. From within the list of new icons, select Detailed Sale Items. Then select the appropriate practice Location, Invoice Status, Date Range, and desired Format. Then select Get Report.
3. This report will generate a graph of all invoiced items within the assigned date range, along with their sale information.
For more information about this report, check out Reports: Detailed Sale Items.
Helpful Tip
For more information regarding the other financial and inventory reports available in Hippo Manager, check out Reports: Financial & Inventory Breakdown.
If you don't find the information you are looking for within the available reports, please reach out to our dedicated Support team who will be happy to assist with providing you with that information, Contact: Customer Support.
Important Note: For hospitals utilizing our integration with VCP for wellness plans, your reporting pertaining to those plans will be supported through VCP.