Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
Request will be reviewed. Thank you for your input.
Just wanted to illustrate this again. Normal detailed statements do get sent out, but again another customer wants to know concisely what they owe (as they owe several months) in one page, but I can't provide them with it. Sorry I know you're looking into it. It's just with more and more late payers, and payers that quite frankly struggle with working out what they owe, something like the attachment would really make life easier for all concerned.
Is there any feedback re this report yet? I'm sure everyone would find this a valuable report. The current practice summary is too 'basic' and doesn't help at all trying to illustrate concise info regarding overdue accounts - which all labs will have. Be good to know if it's something that will be integrated into transactor.
Please can this be looked at. Each month I have to carefully select different reports/statements to cater for different clients ability to understand a what is owed! I am chasing late payers but as the practice summary statement doesn't give a breakdown of what months that are owed, ONLY one total, I am receiving quite a few over payments- which is pretty time consuming to resolve.
Thanks a lot