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Mary Beth Schelinski

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  1. Display client credit on clients list

    60 votes

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    23 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Mary Beth Schelinski commented  · 

    credits-If a client has a credit balance it needs to show up on the All client list.

    An error occurred while saving the comment
    Mary Beth Schelinski commented  · 

    Add a Client Credit column on the Customized Client Grid. This allows me to make less errors when looking at Client accounts in the Grid.

    An error occurred while saving the comment
    Mary Beth Schelinski commented  · 

    Please show client credits in CLIENTS list with client balance due and insurance balance due as an additional column. This would allow us to see discrepancies if there are any in accounting or duplicate entries of cash/checks.

    Mary Beth Schelinski supported this idea  · 

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