Idea Request

Can you include a coreplus report for Business Activity Statement (BAS) reporting for the ATO? I believe the data needed is already collected/collectible in coreplus, but needs to be in a format similar to MYOB.

Does anybody have any help re Basic reports? - Clients as per case manager? A simple list is not helpful and waiting 24 hrs for a backup that has to be amended is not efficient. Client/employer client report? Better account summary?

Reports need to be in a larger font in order to be able to be read more easily.

Reports need a larger font in order to be read

When pulling reports in Coreplus, often the client names are not in the same format (i.e. sometimes last name is first, sometimes last name and first name are in different columns etc.) and some do not include the client's preferred name. Could reports please use client's preferred name and be consistent so it is easier to merge data? Thanks

It would be helpful to be able to generate a client list in reports e.g. based on whether they are current or not and perhaps other parameters. For example, if i want to send an email to only current clients, it would be helpful to generate a list which excludes 'closed' clients. OR for management of the clinic's practitioners, it would be helpful to be able to generate a list of that practitioner's current client list etc etc...)

It would be great if there was a field in practitioners profile to add their targeted billable hours so it comes next to the billable hour report. Options to select weekly/monthly billable target.

It would be a good idea to be able to restrict reporting capability for other users that won't open up the entire database. Eg: Calendar reporting for practitioner should only show the client they have access to not the entire client database (even the other practitioners' clients).

The user would like to have a referrers report that displays the referrer's name and also the clinic they are linked to.

Hello, Can you please add In Daily Income Reconciliation (Details) Time column. We need not only the date, but also the time of the transaction.