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Rhonda Len Wai

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4 results found

  1. Include payment notes in Payment Methods report

    6 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →

  2. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Rhonda Len Wai commented  · 

    Ability to create custom payment types.

    If we were able to include notes in a report that identifies payment types we noted when choosing OTHER that would also help. Unfortunately, the OTHER payment type isn't very useful if we can't see which payment type on reports.

    Rhonda Len Wai supported this idea  · 

  3. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Rhonda Len Wai supported this idea  · 
    An error occurred while saving the comment
    Rhonda Len Wai commented  · 

    Ability to customize a report. Seems like a basic function that an accountant or bookkeeper should be able to access. We cannot use the basic reports to pull necessary data for our workflow and auditing process.

  4. Add payment number to payment methods report

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    Rhonda Len Wai commented  · 

    Need a payment report that include all of this data:
    Payments filtered by date range.
    The payment type (credit card, cash, check, or other).
    AND the payment number and payment notes fields.

    Rhonda Len Wai supported this idea  · 

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