Payout Reports Suggested Improvement
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I am part of a group practice, and handle the accounting. The payout report for credit card payments is useful and appreciated. However, I would like to suggest an improvement, of adding a column of clinician. There are days that a payout includes well over 20 transactions, and with 5 clinicians (soon to be 6), I must go into each client listed in the payout report to see who it is that this particular charge belongs to. If there were a column of "clinician" (or something similar), it would make the process much quicker and smoother for individuals working with this report. I understand that this would be unnecessary for individual clinician practices, but hope this is something that would be incorporated in the (near) future. Thank you!
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I completely agree. We have 12 counselors and it's very time consuming to get the detailed amount specifically connected to each counselor. Also, I would much prefer if the payment through Stripe would be the gross amount. Then Stripe can deduct their fees monthly. Stripe fees are office overhead and should not necessarily be connected to each payment/counselor. The fact that Stripe deducts their fees with each transaction adds to the volume of effort needed to track each payment.
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Hi Eve and Catherine, thank you for the suggestion! Our Billing and Group Practices Teams are currently making improvements to our payroll reports. Please add your ideas to our Ideas and Suggestions Board for further consideration: http://simplepractice.uservoice.com/ !
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