Compare the same period
Select a date range and compare recorded invoiced revenue and business expenses together.
Financial overview
See the numbers.
Understand the difference.
Compare invoiced revenue with recorded business expenses, filter your clinic reports and understand the displayed net figure.
Invoiced revenue and recorded expenses, side by side.
Bring your recorded financial activity into one view. Compare invoiced totals with business expenses for the selected period, inspect available clinic and practitioner breakdowns, and use the overview to ask better questions about your business.
No credit card required. AI and SMS usage credits cost extra after the trial.
Illustrative preview · Demo data
Financial overviewExample period
Invoiced revenueA$12,000
Recorded business expensesA$7,800
Displayed net figureA$4,200
Invoiced totals − Recorded business expensesIllustrative figures only. Invoiced revenue can include unpaid invoices; this is not a bank cash-flow view.
Made for everyday clinic work
A little less admin.
A more connected day.
Look at the detail
Use available practitioner filters, income categories and expense breakdowns to explore what makes up the totals.
Take the figures with you
Use supported report exports to work with the data outside the workspace and review it with your accountant.
How it works
Three practical steps.
- Keep your records current
Record invoices and business expenses in ASE Schedule so they can contribute to the overview.
- Choose the reporting period
Select the relevant dates and available filters in the reporting workflow.
- Compare and review
Inspect totals and breakdowns. Check unpaid invoices and missing expenses before interpreting the result.
The displayed net profit figure is calculated from non-void invoiced totals minus recorded business expenses. Invoices may be unpaid and expenses depend on what you enter. This is an operational view, not verified accounting profit or bank cash flow.
A few practical questions
Before you start.
Is the revenue figure the same as cash received?
No. The practice financial overview uses invoiced totals, which can include unpaid invoices. Review payment records separately when assessing cash received.
How is the net figure calculated?
The displayed figure subtracts recorded business expenses from non-void invoiced totals for the selected period. Its accuracy depends on complete and correct invoice and expense records.
Can I use this as my final accounting report?
Use it to understand the financial activity recorded in the workspace. Review records, adjustments and accounting treatment with your accountant before using figures for formal reporting.
Try it in your own workflow
Your next clinic day starts here.
Explore bookings, notes, billing and patient communication in your own workspace.
No card required. See pricing for trial allowances and usage costs.