Tag: Admin

Payments Received Reports

  Simpatico Payments Received Reports   Simpatico offers two reports that will show your company the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Client Center will be reflected on these..

Read more

Payments Applied Reports

Simpatico Payments Applied Reports Simpatico offers two reports that will show your company information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied. All client payments in the requested date range are summed by Payment Method (check/cash/credit..

Read more

System Configuration

Admin Users of Simpatico have access to modify System Configuration settings. These settings impact the overall company, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.”   Appointment In the “Appointment” section, users can enter: No Show Charge –┬áThis is the default charge associated with the..

Read more

Best Features of the Mobile App Home Screen

With the latest release of Simpatico Mobile (version 1.2) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our blog post about access levels here), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page..

Read more