Feature Requests

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.

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.

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".

Can you please add the lab phone number to the statements?

Audit Trail of Who did what? Entered Order, Deleted Order, Ran Statements

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

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.

functionality to exclude archived invoices on custom reports

In California we have to treat our sales tax payments to the city a little different. I'm not sure if its different than other states. Please see the attached spreadsheet. We have to collect sales tax based on where our cases are delivered, unfortunately most cities have different tax rates. Would there be a way to auto complete this form based on the clients city and the amount of tax they paid?

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.