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Status Future consideration
Categories Reporting
Created by Guest
Created on Dec 15, 2022

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Add payment number to daily billing report

Allow me to include the payment number as a customized grid option in the Daily Billing report.
App Type Provider App
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    • Peter Koch
      Reply
      |       Nov 20, 2024

      We need a report that allows for accurate Financial Reconciliation. This would more easily allow the finance team to more easily reconcile our financial books to TheraNest to make sure all of our transactions are being accounted for. Furthermore, this reconciliation, can confirm the data in TheraNest aligns with actual revenue being recorded in our books.

    • Guest
      Reply
      |       Jul 5, 2023
      I want to be able to put in a payment Id/Number and have it populate where it was entered into Theranest. Then if that payment ID/Number does not generate from my search then I can know it was never entered into Theranest.