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Day Sheet Report - option to include Finance Charge detail
The Chronological or Alphabetical Day Sheet should have an option to include Finance Charge and Late Charge detail (guarantor names and amounts listed with other transactions).
Created 26 May 03:59pm by Ryan
Office Manager
0
1
Vote
add an option on aging report to exclude credit accounts
when printing aging report it would be nice to be able to do it with just accounts that owe not ones with credit and also the opposite ones with just credits.
Created 13 May 01:07pm by Guest
Office Manager
0
1
Vote
Add Chart Number to Aging Report
It would be useful if the chart number was on the Aging Report. I have a lot of instances where I have Guarantors with the same name. I'd like to be able to go directly to the account I want to look at rather than doing a name search. Thanks!
Created 30 Apr 12:35am by Guest
Office Manager
0
1
Vote
Tracking for Payments Applied to AR over 90 days
It would be helpful to have a report that can generate payments that have been applied to the over 90 balance in a designated time period. As it is, the AR report is fluid and as accounts enter into the over 90 time frame it is difficult to have a...
Created 26 Apr 04:20pm by Rebekah Griffis
Office Manager
0
1
Vote
Group Task Column in Reports and Task Scheduler
For those that run month end manually have a column that you can group all the tasks they want to run. Plus a button to run all task in that column so that they don't have to run them one at a time. Also, to set defaults in that column on how many...
Created 6 Apr 02:35pm by Guest
Office Manager
0
1
Vote
Running report with corresponding teeth # and dates to specific codes
No description provided
Created 1 Apr 02:09pm by Guest
Office Manager
0
1
Vote
office manager/ batch
please add a change that you can toggle to view batched reports by groups (claims, pre-auth, statments reports,) or to view by date (ascending or descending order)
Created 6 Mar 08:05pm by Guest
Office Manager
0
1
Vote
aging , group last payment made in a column in order of date
No description provided
Created 25 Feb 07:28pm by Guest
Office Manager
0
1
Vote
AGING report
No description provided
Created 25 Feb 07:27pm by Guest
Office Manager
0
1
Vote
View Insurance website in eDex
When viewing an insurance plan in eDex, display the plan's website and email (hyperlink both of these to open a web browser or email client when clicked)
Created 25 Feb 04:44pm by Ryan
Office Manager
0
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