93 results found
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account balances report by date
Being able to search the Account Balance Report by date. It only displays in real time now. It would be very helpful to know your client balance liabilities at the end of the fiscal year for accounting purposes.
2 votes -
Employer Notes on each Employee Service Commission
It would be great to have a section like a paystub where you can insert a note to each employee for the pay week. It would be great to write reminders or correction reason on their report. I had an incident where my stylist added her tip with all her service charge, I don't take tip on credit card. She could have received her commission with more money since she had already received her tip in cash from the register. A reminder in a note section would clarify the difference in pay before assuming she was missing money from her…
1 vote -
Add a filter for Zip Code in the Payment and Refund report
It would be great to have the option to add Zip Codes to the Payment and Refund report to have it be filtered to Payment Method.
1 vote -
Report for Recurring/Standing Appointment over a specific range
It would be helpful to have a reporting feature that shows which clients have recurring or standing appointments and how many active appointments they have, within a range. This report should also identify which clients do not have any appointments booked out within the time frame, so that we can reach out to those who need to book out for ex. holiday seasons or during other events
1 vote -
1 vote
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Tracking for abandoned cart events in the booking widget
Ability to track and report on when clients begin booking an appointment and then leave the booking widget.
1 vote -
add a Count filter for the Referral Source report
It would be great to be able to see a count of the amount of clients that are set with each Referral Source with in a report. Instead of manually calculating each source.
1 vote -
Reporting by Service and Payment method
I need a report that shows how much $ we did by specific services. I also need it to be broken down by cash, cc, allē, etc. We need to know how much we spent on products to perform services and then subsequently how much we brought in. Highly important!
0 votes -
Staff performance report should retain historical Schedule
The current staff performance report changes a deactivated staff member's "Scheduled hours" to zero, even though the staff member was available to schedule for those hours.
I am guessing this is tied to the crazy fact that deactivated staff members are removed from the past schedule completely.
I would like to see metrics for how booked we were in the past, even though some of those people don't work here anymore. This information just vaporizes when the person leaves the business. Please keep them on the historical schedule and provide this information in the schedule.
1 vote -
make reports customizeable to last name, first name format
It is crazy to m that there is NO WAY to make a report such as the detailed line item report sortable to last name, first name format. This is a CRITICAL element to any business report. PLEASE update that ASAP.
(also please make it where on that report we can ditch the hug transaction id column- its unnecessary in a lot of our report needs and you wont let us remove that as a column when we wish) TY hope you guys do this update soon!!!1 vote -
Product Quantity Adjustments Summary - "Return" reason drilldown with transaction details
It would be extremely helpful if clicking on the “Returns” count for a product would open a detailed view showing exactly which transactions were returned for that timeframe.
1 vote -
Reports: Sales and Refunds: Date Created
The Sales and Refunds report has a column called Created On. Unfortunately, dates aren't in mm/dd/yyyy format. The leading zeros aren't there. For instance, February 2nd isn't 02/02/yyyy it's 2/2/yyyy. This creates a problem when sorting the data by that column. So the report for the month, when sorted by the column "Created On" puts the transactions from the 2nd after the 19th. To solve this problem please change the way dates are recorded in the system. Thanks!
1 vote -
accounting options in summaries- cash vs accrual
Especially for small business, an option for cash vs accrual methods of sales summaries would be very useful.
Or at least have the ability to customize the summary (I.e. let me choose to include cash, credit, aspire, alle, patientfi, etc and leave out certain items like vouchers). This option may actually be better for those that utilize things like aspire or patient fi a lot.
Either way, I would love to know how much actual cash is going into my bank account during the month without having to subtract vouchers, adjustments, credits, etc.
1 vote
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