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IDEXX Cornerstone Enhancement Requests
Welcome to the IDEXX Cornerstone Enhancement Request Portal!
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Reporting

Showing 86

Reports - add A/R report filter to monthly invoices statements

Users need an Accounts receivable filter option available when running the monthly invoices and statements report. This would allow them to: * filter out old inactive clients with balances without having to write them off * include/exclude credit ...
almost 5 years ago in Reporting 0 Future consideration

Allow additional sort/range options for Purchase History Report

Allow sorting of Purchase History Report (by Receipt Date, Item Description, etc.). and allow date range filter by all sort options.
almost 8 years ago in Inventory / Reporting 0 Future consideration

Report of sales by Reason for Visit

User request for a report in CS that could show revenue generated per reason for visit. Filters for Reasons, date range and staff to provide common reporting varaibles for data comparisons
about 3 years ago in Reporting 0 Future consideration

General Ledger: include subclass level information as part of GL extract

User wants to be able to export subclass information into quickbooks.
about 3 years ago in Reporting 0 Future consideration

Indicate inactivated clients with an (I) on A/R report

Users request an "I" is added next to inactive clients within the end of month reports> accounts receivable report to better manage report data and receivables
about 3 years ago in Reporting 0 Future consideration

Reports: Daily Summary Report by Practice - Show payments based on logged in practice

Change Total Payments, Cash Refunds (and the calculated Total Deposits) fields to include data from the logged in practice instead of the client's home practice.
almost 10 years ago in Reporting 0 Planned

Reports: add new patient tracking

Users request end of period reports to include new patients, similar to the new client reports and counts on end of period Summary reports in order to simplify tracking and quantification of new patients as well as to make it easier to send "Thank...
almost 10 years ago in Reporting 0 Future consideration

Report capability to display daily key financial data points/sales individually when report generated for multiple days

Users request a report display capability that would display their financial info/sales for each day of the week/month individually for simpler trending and comparison.
over 3 years ago in Reporting 0 Future consideration

Controlled Substance export setting to use Prescribed by staff vs invoiced staff ID

User wants the CA PMP CURES controlled substance export to take the staff from the prescribed by staff on the RX instead of the invoice line to avoid Staff Commission issues on refills
over 3 years ago in Prescriptions / Reporting 0 Future consideration

Time Clock summary report

User requests a summary report of time worked by all employees from Time Clock
over 3 years ago in Reporting / Time Clock 0 Future consideration