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Post by caitlin on Sept 3, 2014 11:09:29 GMT -6
At the end of every month as we're reporting revenue for taxes, we run into a large number of payments that have been assigned no category. This means we have to go through each invoice and determine whether this was for materials, services, etc. for proper reporting revenue to a particular tax code. This happens because of insurance payments or if we post a payment for a family member on one invoice and adjust it off the other for example.
Does anyone else run into this and have they figured out a better way to avoid this problem? We'd like to be able to assign a category for each payment, but sometimes it won't let us... there must be a way!
Help & thanks!
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lorie
New Member
Posts: 17 
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Post by lorie on Sept 4, 2014 9:37:00 GMT -6
We have the same problem in my office. The only way I know how to get around this is by doing what you are already doing. Training your staff how to post payments correctly will solve a lot of the problem. Our staff Know they have to assign money to a line item. If you don't see a line to post to push the customize payment details button, it will show additional line items. Hope this helps.
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Post by vaderkty on Sept 20, 2014 15:58:22 GMT -6
Isn't there a way to set it up to FORCE you to select the proper payment in admin? I have been trying to get developers to allow "must select payment type" to NOT include insurance reconciliation (because it takes too long) and to make credit card TYPE mandatory. As it stands now, the feature does not work for those parameters but it DOES require options for insurance write offs. I live in a state where there are no taxes for medical needs so I do not have tax revenue issues. I can see were the feature would work for you.
Admin-company-billing and CMS-check box "All payments require Category (which auto highlights the write off category) This will at least make it mandatory...
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