Include total amount for processing fees in Credit Card Charges report
For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest
over 8 years ago
in Reporting
5
Already exists
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
It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest
about 6 years ago
in Reporting
3
Future consideration
When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.
Guest
almost 2 years ago
in Reporting
2
Future consideration
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
Guest
about 2 years ago
in Reporting
3
Future consideration