I would love it if I were able to filter the daysheet list to show only
payments, only transfers, or only adjustments. Before I post a daysheet, I
manually add up the payments and the adjustments to make sure they match
what's in my totals. It would make it so much quicker to find an error. I
was thinking about this yesterday because my adjustments didn't balance, and
I only had about 30 entered, but I probably had 120 payments entered and
had to scroll down through everything since there's no way to see them
separately.
Would anyone else find this useful?
Beth Fuller
Practice Manager
Scott Hoopes & Associates
sphm...@gmail.com
208-898-8999 x311