Ideas

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In the billing screen, could we access totals for up to and including one year?

Most of the billing totals I need are based on usage over full year.  Our Autism Law gives us yearly maximums.  I am constantly checking this.  This spot is a great place for me to get that data quickly on each person.

  • Guest
  • Nov 14 2016
  • Already exists
Practice Management / Billing
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  • Guest commented
    15 Nov, 2016 02:37pm

    Hello, you can currently access totals for an individual client for great than one year.  You can not if you are searching your entire company or a group of clients.  I hope that helps.

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