Payment Report by Type
Answered

I'm struggling with the lack of a simple report that shows all payments by Type by Clinician.  True Fact:  payments get misapplied.  Often it is not found immediately as most counselors defer accounting to a designated day of the week or a designated person.  What do you guys do for a payment report?  

As a former accounting person...payments by cash need very special handling as that is where embezzlement is easiest.  But tracking personal checks vs payer reimbursements vs EAP vs Employer payments is very valuable, too.

Such a simple report. No where.

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