Audit Corrections are part of the End of Day report in Pabau. They are designed to give clinics visibility into any changes, adjustments, or discrepancies made on invoices and transactions after the initial billing. This ensures full transparency and helps managers or auditors confirm that all billed items match what was sold and paid for.
Step 1: Navigate to Reports
Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu. Click to expand the "Analytics" tab.
Step 2: Access End of Day Report
Under the "Analytics" tab, you'll see the "End of Day" sub-tab listed.
Step 3: Click Audit Corrections
Navigate to the top left corner of the screen and click the "Audit Correction" button.
Step 4: Review Data
Here you can apply your filters (e.g., date, location, staff) and review the list of invoices and corrections.
To filter by date, use the tabs at the top showing the available dates. To search for a specific date, use the "Custom" tab.
To filter by location, go to the top-right corner and click the "All Locations" button. By default, it’s set to show all locations. To view a specific location, click the tab to open the dropdown and tick the locations you want to see.
To filter by staff, go to the top-right corner and click the "All Employees" tab. By default, all employees are selected, but if you want to view data for specific employees, click the tab to open a dropdown and tick the names you’d like to see.
When viewing data, you can filter each section by clicking the filter icon next to its name. For example, if you want to see only invoices over $500, go to the Amount section and click the filter icon.
From the dropdown, change ‘Equals’ to ‘Greater than,’ then enter 500 in the field below. The page will update instantly, only showing invoices that have a greater amount than $500.
You can apply the same filters to each section available.
Step 5: Check Data
In the "Check" and "2nd Stage" sections, you can tick the checkbox to confirm that the data has been reviewed. This step is important for Audit Corrections because it:
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Confirms the entry has been checked by staff.
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Prevents items from being overlooked or missed.
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Creates an audit trail showing who verified the data and when.
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Ensures accuracy before finalizing the End of Day report.
By following these steps, you can maintain a complete and reliable audit trail for every transaction.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.