If there was ever a time to get excited about filtering options on account statements, today’s the day!
Previous filtering options made it difficult to get information on a specific business location. But now, you can properly filter account statements by business (including archived ones!). This will allow you to filter the statement on a more granular, per-clinic level. While we still offer “all” businesses, you’ll now see a new option to select a specific business from the list:
This slightly changes how the account statement works, so there are a few things to keep in mind!
- If you select “All Businesses” at the top, you’ll see another menu under “View options”, called “From business”. This lets you select a specific business. It doesn’t change the invoices and payments that are shown, but rather, that business’s name will be viewable at the top of the PDF account statement.
- If you select a specific business from the main “Business” menu at the top, the “From business” menu will disappear. Your account statement is now isolated to only showing data for the specific business that you’ve selected.
- When filtering per-business, it won’t be possible to display a summary. This is because the summary calculates invoices and payments across all businesses. At a per-business level, you’ll only be able to see lists of individual invoices and payments (and their totals).
Overall, this should make viewing (and sending) account statements a lot easier, because you won’t need to manually figure out which transactions are linked to which business. It’s all easily sorted for you!