Dentrix Ideas

payment reports split by staff members

I need to print a daily report of payments only entered by myself... not including everyone in the office!This would allow me to balance all payments made via mail which are entered by different staff member other than the  frontdesk staff who enter payments also.

  • Guest
  • Oct 8 2019
  • Future consideration
  • Oct 8, 2019

    Admin response

    Thank you for the suggestion, we will take this into consideration. as a workaround, we do know that some practices opt to entering the staff name\initials in the bank\branch box as a means to identify whom entered it.

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