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Status Planned
Workspace Case Management
Categories System Report
Created by Devin Pauly
Created on Aug 24, 2021

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I have attached two screenshots from Passare. The first screenshot shows the memo field from the Insurance Assignment transaction on the Payments and Adjustment page. The second screenshot shows that the receipt field is blank for Insurance Assignment transactions.

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