Practice Financials

The section is made up of tools that allow practices to manage, monitor, and analyse their financial activity.

Cashup

The Cashup feature within the Admin → Financials section lets you record and summarise all payments taken in a day, broken down by payment methods such as card, cash, cheque, direct debit, practice account, and float. You refresh and save at the end of the day to complete the cash-up and generate a printable summary of takings. 

Adjust Float

The Adjust Float function lets you set the amount of cash (float) you want available for the next working day and record why it changed; you can also reset the float to zero if needed. Together, these tools help practices accurately reconcile daily payments, manage their working cash balance, and maintain clear financial records for reporting and auditing.