Add staff to Credit Card Charges report
Add the staff name to the Credit Card Charges report so I can see who took the charge.
Teisha
shared this idea
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Holly Hauser
commented
Please add the feature that can allow us to sort/filter credit card payment by therapist/clinician in the credit card report. This would be very helpful as there are multiple therapists in our practice and it can be confusing since there is no way to sort currently. Thanks!
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Anonymous
commented
It would be very helpful to be able to create a "credit card charges" report that can be sorted by staff member. Please!!!!!
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Terri Abraham
commented
We pay our therapists based on the net payments received. We have requested a change to the payroll report but another alternative to make it easy to calculate would be to change the Credit Card Charges report to be sorted by therapist or selected by therapist.
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Chip Sutherland
commented
IMO...this report is not very useful if the clinician is not on it. They take the charge payment. They are accountable for it.