Add a Refund report OR Add refund option to Client Payments report
We would like to be able to track refunds that have been processed. Currently, we can view them within the Client Payments Report, however trying to find them within the many processed payments is not efficient. I have tried exporting to Excel and filtering but the way it exports (merged cells etc) means filtering by payment is not possible - I have to copy the data and paste it into a new spreadsheet, and then I can filter the data to see only the refunds.
If we could have a specific report for this - OR an option on the Client Payments report to see Refunds only that would be very helpful. Thank you.
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Kate H
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