Identify the User Who Created an Invoice


When a user attempts to process an invoice, they must enter a username and password to log who performed the action. 

  1. Go to Location Setup > General tab 

  2. Group: Accounting: Invoices & Receipts

    1. Identify the user who created the invoice

      1. Yes: A username and password must be entered

      2. No: The user will not be logged                                                                     mceclip1.png

Find Invoice

  1. Go to Patient Records > Invoices tab 

  2. Invoices menu > Find Invoice

  3. Enter the Invoice ID and click Find                                                               

  4. The name of the user that created the invoice will be displayed

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