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..
Tag: 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..
If you are interested in tracking where your clients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all clients added within a particular timeframe. To access the report, navigate to Admin ->..
Simpatico’s newest report, the Appointment Detail Log, is designed to assist you in answering questions you may have in regards to interactions that occur on the Client Appointment Calendar. The report is found on the Admin Reports page, and users with the Admin* and Data Analyst* roles have access to run it. After clicking on..
Does your company like to recognize clients on their birthdays? Our new Birthday report is designed to assist with this! Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays: The resulting Excel report will show Client Names, Account Numbers,..
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..