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1. Add staff to Credit Card Charges report

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   23 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
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   Jayme Yodice commented  ·  April 30, 2020  ·  Delete…

   Please offer a staff filter on the credit card report. No matter how many times I compare that to the Daily Billing Report it is never correct! I like the credit card report best but need to filter by therapist so I can accurately pay contractors. Thanks!

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   Jayme Yodice commented  ·  February 09, 2020  ·  Delete…

   Please allow filtering by therapist in the credit card report as we have found that report to be the most accurate representation of what came in on a particular day (outside of insurance reimbursement or cash payments). The Daily Billing Report has not been accurate or has been cumbersome to use.

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   Jayme Yodice supported this idea  ·  February 09, 2020