Group Deposits Report Filtering

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  • Idea
  • Updated 1 year 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!

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Corio Bay Health Group

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Posted 1 year ago

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