ORALZY
Feature

Money (traceable) page kya hai aur kaise use kare?

Insights ka "Money (traceable)" page kholo. Upar period chuno (Today / Yesterday / Last 7 days / This month / Last month / This FY ya do date box). Teen bade tiles aate hain: Billed, Collected aur Billed − Collected. Neeche chhote tiles: Consultation / OPD, Expenses, Net Cash, Refunds, Credit Notes. Kisi bhi number par click karo to uske peeche ke asli bills / receipts ki list khulti hai.

Where in ORALZY: Insights → Money (traceable) · Mobile: Insights → Money (traceable)

Page ka title '💰 Money — every number, traceable' hai. Ye ek akela 'revenue' number nahi dikhata, kyunki Billed (jitne bill bane, credit notes minus) aur Collected (jitna paisa asli aaya, refunds minus, pharmacy counter ka paisa shaamil) alag hote hain. Header ke dahini taraf period ki asli tareekh aur clinic ka timezone likha hota hai (default India time). Gap ho to neeche 'Why billed and collected differ by ₹…' card har rupaye ka hisaab deta hai. Uske neeche 'Collected by payment mode' aur 'Day by day' tables. Ye page sirf owner / admin ke login par khulta hai — baaki roles ko 'Forbidden: insufficient role' error aata hai. Page kuch likhta ya badalta nahi, sirf padhta hai.

Quick steps

  1. Insights → Money (traceable) kholo
  2. Upar period pill dabao, jaise 'This month'
  3. Billed, Collected aur 'Billed − Collected' tiles padho
  4. Kisi bhi number par click karo to uski transactions ki list khulegi
  5. Gap samajhna ho to neeche 'Why billed and collected differ' card padho

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