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System Report

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Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson over 2 years ago in Case Management / System Report 0 Planned

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