Group Deposits Report Filtering

  • 1
  • Idea
  • Updated 3 years ago

It would be great to have the ability to print/preview/export the expanded/detailed information of group deposits so you can see what charges the payments were applied to within a date range on one page.

In addition to this, we would like to be able to print or export a list of group deposits and allocations per practice group. I know it doesn't really fit in with the concept of Group Deposits, but it would be handy nonetheless. We have a work around for this, but it would be great if it could be less manual.

Also, a group deposit (or any payment type for that matter) filter on the transaction or banking/shift reports would be fantastic!

Photo of Corio Bay Health Group

Corio Bay Health Group

  • 6 Posts
  • 0 Reply Likes

Posted 3 years ago

  • 1

Be the first to post a reply!