Unallocated credit on Billings Report

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  • Updated 4 years ago
  • (Edited)

At the moment, we manually record any unallocated credit or previous credit used through out the day, to add to our billings report to accurately reconcile with our summary report (payments received) at the end of the day.  This is a little tedious as currently we cannot pull up this information from a Front Desk report.  This would be a really useful addition to the billings report, would anyone else find this useful?  

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Diane

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Posted 4 years ago

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Louise Bruce-Smith

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I wouldn't. I use the billings report to pay associates - it's the work they've done & billed out for each week. But we use the summaries to reconcile the takings with the eftpos machine/cash/direct credits. I feel the two reports serve different purposes and having that information in a billings report would mean it doesn't work then for paying on services rendered by associates.
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Diane

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Thanks for the reply Louise, perhaps a separate report to capture these items might be more appropriate then?