Sensei Cloud: End of Year

Sensei Cloud maintains your practice data so that your information is always available when you need it.

Sensei Cloud users are not required to complete any specific year-end processes. However, users may find it useful to run and keep a copy of certain reports such as the Accounts Receivable or Financial Daysheet.

Note: To include the most accurate End of Year numbers, reports should be run after the close of business on the last working day of the year. Running reports after year-end (in January) might skew the numbers.

See the following topics for more information on how to run year-end financial reports:

• How to Read the Financial Daysheet Report
• How to Print the Accounts Receivable Report

See the following topics for information on a few other useful reports that can be run at any time:

• How to Generate Provider Production Reports
• How to Access and Report on Applied Payments
• How to Use the Report Generator