Therabill has added the ability to sort and group several reports by ‘Responsible Party’.
What is a responsible party?:
A responsible party is the party that is going to be financially responsible for the client charges that are created in Therabill. They will be the one whose name is on the invoices generated in the Client Billing area. Click here for more information on Responsible Parties.
What Reports will now have options for sorting and grouping by responsible party:
Custom Schedule Reports*
Custom Payment Reports*
Snapshot Report - Balances/AR - Balance Aging Report
Snapshot Report - Balances/AR - Client Ledger Balances
Snapshot Report - Balances/AR - Client Statement Balance
Snapshot Report - Balances/AR - Session Balance Breakdown
- Snapshot Report - Productivity - Custom Array