Report to show payments received in the first couple

Report to show payments received in the first couple months of the year are from previous year or present year

This report would be helpful when there is a tax id change.

Feb 28, 2020

Admin response

Thank you for the recommendation, we will consider this for a potential future release. to further understand the request we will need more information such as what type of payment, patient or insurance payments. are you looking to query for a specific date range, etc...