Katharine Maskas
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4 votes
An error occurred while saving the comment Katharine Maskas supported this idea · -
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An error occurred while saving the comment Katharine Maskas commentedI completely agree. Our total cumulative revenue is displayed in Weave in the payments section any time our staff has to go in to issue a refund. My opinion is that this screen should default to today's transactions and totals, and other days and date ranges are searchable. Another option is to make the entire revenue area in a separate category with restricted viewing options. As it is set up, in order for my front desk staff to issue a refund to anyone, they have to go into this area. Refunds should be in a completely separate area as well.
Katharine Maskas supported this idea · -
17 votesKatharine Maskas supported this idea ·
An error occurred while saving the comment Katharine Maskas commentedI am very unhappy with this new update. We use the VMO toggle every week on Fridays and for any holiday where we will be completely closed. It is critical that we be able to easily instate it so that emergency phone calls are not missed by our on-call doctor for holidays. It is too much of a hassle to have to set it up every time for all the holidays we are closed throughout the year, and this new set up requirement allows for error if the wrong voicemail greeting is selected. I am very unhappy with this update and can't believe Weave took away this feature and didn't leave it as an option. I signed up for Weave three months ago and specifically asked about the ability to do this and was told this was a feature and now it is gone. I am very unhappy about it and want it reinstated. Now it is much more complicated to set up and prone to error than our prior phone system was.
Agree, the refund needs to show in the net total the day it was refunded, not the day the payment was originally taken. This is very important for recordkeeping for my business and because it is not currently set up like this it is detrimental to our business records and quickbooks posting for our CPA. This has the potential to throw off the numbers quite a bit every year and bank deposits do not match the report.