I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest
almost 7 years ago
in Reporting
1
Future consideration
Create new report for declined credit card charges
It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
Guest
about 5 years ago
in Reporting
1
Future consideration
Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.
We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amou...
Guest
over 2 years ago
in Reporting
7
Future consideration
Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest
about 2 years ago
in Reporting
1
Future consideration
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
Guest
about 2 years ago
in Reporting
4
Future consideration
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest
over 6 years ago
in Reporting
5
Future consideration
7
Future consideration
5
Future consideration
