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Status Planned
Workspace Case Management
Categories User Report
Created by Tarrence Price
Created on Jun 19, 2024

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of specifying positive or negative in batch forms. I think it would be useful to have this ability under user reports as well, and I believe funeral directors would appreciate this functionality.

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