video1.0<iframe src="https://www.loom.com/embed/7646e872484a40c49f370a3986d1815a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7646e872484a40c49f370a3986d1815a-a4c75a82b1f91bab.jpg223.026In this video, I walk you through how to search for a patient's transactions using the transaction listing screen. You'll learn how to apply filters for date ranges and locations, and how to interpret the color-coded transaction types. I also cover the actions you can take on transactions, such as reversing invoices and applying adjustments. Additionally, I explain how to view quotes and allocations related to the selected transactions. Please make sure to familiarize yourself with these features to enhance your workflow.