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Upload CP exports here. The app identifies each report type from the file title row automatically.
Invoice created report
CP export · one per month per dentist. Feeds the Xero import generator and invoice data.
Click to uploadInvoiceCreatedReport .xlsx
Payment received report
CP export · one per month. Feeds payment data and settlement totals in reconciliation.
Click to uploadPaymentReceivedReport .xlsx
Payment allocation report
CP export · one per month. Feeds prepayment allocation data for Xero credit tracking.
Click to uploadPaymentAllocationReport .xlsx
Data coverage
| From | To | Records | |
|---|---|---|---|
| Invoices | — | — | |
| Payments | — | — | |
| Allocations | — | — | |
Upload history
Generated from uploaded invoice data for the selected month. Prepayments are split into separate line items automatically.
Generated invoice lines—
Upload an invoice created report to generate the Xero CSV.
Settlements with changed amounts
| Date | Type | Previous | New amount |
|---|
Resolve confirms the new amount is correct and turns the tick green. Re-upload a corrected file first if the amount looks wrong.
Working days
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Fully matched
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Needs review
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Outstanding
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Unmatched $
—
Date
Cash
EFTPOS
HICAPS
Medicare
Direct
Total
PPR
PPA
Upload a payment received report to populate the reconciliation view.
Total allocations
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Captured in Xero
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Pending
—
Total value
—
Prepayment allocations
grouped by allocation date
| Alloc. date | Dentist | Patient | PP number | PP amount | Invoice | Invoice date | Applied | Xero |
|---|---|---|---|---|---|---|---|---|
No allocation data for this month. | ||||||||
Invoices
Payments
Invoices—
No invoice data loaded.
Upload invoice and payment data to generate the fee worksheet.
Practice settings
Prepayment configuration
Dental labs
Labs listed here appear as suggestions in the fee worksheet lab fees table.
Click Save settings below to apply changes. Blank rows are ignored.
Dentist configuration
Name in CP export (Last, First)
Initials
Xero account
Commission
GST rate
Core Practice export format
Access & security
Database tables
rec_invoicesrec_paymentsrec_allocationsrec_settlementsrec_variancesrec_alloc_ticksrec_worksheetrec_upload_logrec_settings