Has a patient ever requested to see their Ledger history? Or have you wanted to present someone their financial history, but you want to make bold or highlight some of the lines so that they stand out?

In the Ledger, adjust what is visible on the Ledger from the Options menu (where you can show or hide the Ledger + History) and/or the View menu (where you can show individual patients or all family members).

Then choose File > Copy to Clipboard.

Now open a spreadsheet, such as Microsoft Excel. Use the Paste command to insert everything you saw on the Ledger.

Now you can use the tools in your spreadsheet to sort the information and/or to add color, bold, italics, or other font effects to your liking.

Learn More

For additional information on the Ledger, see these previous posts: