KIMMIE TEIGLAND
My feedback
76 results found
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22 votes
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55 votes
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2 votes
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4 votes
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79 votes
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46 votes
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13 votes
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40 votes
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18 votes
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9 votes
An error occurred while saving the comment -
12 votes
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9 votes
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3 votes
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14 votes
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17 votes
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28 votes
An error occurred while saving the comment YES. I did suggest something similar at one time & my suggestion was flagged as needing more information. Once TheraNest staff reached out to me & clarified what I was asking for, they then flagged it as an existing functionality - which it definitely isn't.
An error occurred while saving the comment That's a great idea! One work around might be to put the due date in the notes section of the statement/invoice so at least the info is on there somewhere.
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29 votes
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66 votes
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45 votes
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754 votes
Suggestions for improvement of the new Ledger
1. We used to be able to see payment & write off amounts on paid invoices without clicking into them - adding those columns to the grid (for both unpaid and fully paid invoices) would be awesome. It would be even more cool if the payment amounts could be broken down by insurance & client payment columns.
2. Splitting the date of service and service type column into 2 columns would allow for easier searching and would make it easier to locate service type errors.
3. The option to remove certain columns (ex: invoice date) would be very helpful.
4. When I am clicked into a fully paid invoice & then click Back to Ledger, I am navigated back to the unpaid invoice list. It would be helpful if it took my back to the list I was already in instead. So when I'm in an unpaid invoice that button should take me back to that full list (the ledger home) & when I'm in paid invoices that button should take me back to the list of paid invoices.
5. When you click the Actions drop down menu, it makes the whole invoice really wide - not exactly an issue but it's weird.
6. I don't have specific fixes for this one - but the top of the Ledger home now looks weird & disproportionate. The balance fields as well as the blue action buttons just seem strangely placed/sized.