Have the ability to quickly see the client's current balance, not have to run an A/R report. (Feature that Kareo had).
Right now, you have to run an A/R report to get the client's most current balance. When the client's Mom is standing right next to you wanting to write a check for the full amount, you don't want to be fiddling around trying to run a report. Kareo had a great feature where you could open the client's account and run a most current statement - took all of 30 seconds - a much better way to go.
3
votes
Lauri Keegan
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