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Status Future consideration
Categories Reporting
Created by Guest
Created on Jan 26, 2024

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Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
App Type Provider App
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    • Guest
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      |       Nov 2, 2020
      Currently, the history of client payments made via the client portal goes back 60 days. Allow me to expand the date range so I can search older dates.