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1. Add staff to Credit Card Charges report

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   42 votes

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   24 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
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   Sara Parker commented  ·  Jul 25, 2024  ·  Delete…

   Adding Staff position type as option on vantage payments report- see attached picture for example. This is so the total credit card fees can be calculated per position type. Thank you!

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   Sara Parker supported this idea  ·  Jul 25, 2024

2. Display client credit on Agenda

   37 votes

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   4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →
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   Sara Parker commented  ·  Nov 17, 2022  ·  Delete…

   THIS WOULD BE EXTREMELY HELPFUL! PLEASE ADD THIS FEATURE LIKE YOU HAVE FOR DISPLAYING CLIENT BALANCES VIA AGENDA

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   Sara Parker supported this idea  ·  Nov 17, 2022