All the information you need to process end of year within Cornerstone and ensure your system is set for the next year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides,
Find the reporting information you need now or become a reports expert with our collection of report resources. Cornerstone reports quick reference library Quick reference guides provide the basics of reporting in a printable pdf. Use these guides to learn
Learn how to create, run, and print reports for end of day, end of month, and end of year. Accessing end of period reports To quickly access your default EOP reports: To view the library of available reports, view the
A guide to frequently used terms and phrases with examples and organized by category. General Inventory Reporting
Create and run custom reports based on client and patient criteria such as client sales, postal codes, patient species, and billing history items. Create a report Manage reports Run reports Additional information Related reports
Monthly Invoices and Statements are printed from the end of month reporting group. Statements include all transaction history (invoices, payments, adjustments, etc.) for the period. Invoice details for both posted and closed invoices can be provided within the statement or
The most frequently asked questions about running, sorting, and interpreting reports. Other resources
Create/run a report, apply sort and filtering as needed, then preview, print, or save the report to file. Search for a report To browse all available reports, click [+] to open an individual report category group and display the reports
Set up staff commissions for easy calculation and reporting of commission percentages and sales totals. Commission profiles can be set up by individual staff or staff classification, with percentages and exceptions set at invoice item classification, subclass, or invoice item