I stand corrected. I appear to have overlooked the "See all untagged transactions" button on the tags page. So while I would love this incorporated deeper into ...
@SarahannC,Thank you for your suggestions. However, regarding your suggestion to "Transaction List by Tag Group", the customized reports only allow for you to r...
Hi @JessT,Thanks for the suggestion. Unfortunately, my clinic software doesn't integrate, so I'm left to do some of the work manually. The clinic software offer...
Hi Mirriam,Thank you for your posting. I guess my question here relates how to reconcile against a third party invoicing cloud solution when the sale is made at...