Feature Requests

Overpayment transactions should be included in Daily Report so it can be reconciled to bank deposits. Also need a column for 'payment method' for reconciling to bank deposits.

Can we have a more granular breakdown for the weekly report - right now it pulls revenue and orders correctly, but we would like units to be further broken down by maybe crown & bridge, removables, implants etc. that way our actual "unit count" is of our main products & not the ancillary add ons or additional's

Could we please add a downloadable report of payment receipts and what invoices they took care of. Please include the date the invoice was created, patient name, invoice #, amount, and the date it was taken care of.

We need to be able to account for the unit count each of our technicians is completing by day, week, month and even year. Ideally we would see units assigned (when) and units completed(when), so we can track our efficiency.

We need the $ to show on the remake report so we can see the $ that we missed out on from each remake. If the cost was $500 and it was a 50% remake, we want it to show $250 remakes.

Please can you add the client creation date field to custom reports so we can track how many new clients we have attained weekly/monthly/etc?

Order volume is not as useful as order value. Can the slippage report be more like the Client activity report grouped by practice, drill down to client and toggle to VALUE instead of volume. These headlines would be much more targeted. Filters by group, category and ordering by variance would also be useful to avoid exporting to excel

when looking at reports such as the "slipping" report, it would be nice if the clients and offices were able to ordered alphabetically inside the software without having to export them to excel

Can we get the details to show on the list or report being exported/printed. For example, under Finances --> Aged Balances, we want to see the date range that was searched at the top of the report. So if you have an exported or printed list, you can see "Aged Balances Summary" Heading at the top and "As of Nov 29 ageing by due date".

I would like to request a report that monitors and tracks new accounts that have submitted their first case this month, or rather, a specific date range. The report should include the following details: Account ID or name Date of account creation Date of first case submission Date of last case submission Number of cases submitted thus far Any additional relevant metrics that may provide insights into the account's activity.