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System Report

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Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson almost 4 years ago in Case Management / System Report 3 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest over 4 years ago in Case Management / System Report 0 Not being considered