2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
Calandra Short
shared this idea
We need more votes on this request.
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Elisabeth Collins commented
Being able to exclude or include for service and rates tab would be hugely helpful!! I run a monthly report to look at the bulk of the services we have, excluding only a handful. I would be able to pull the report much faster if I could exclude the 3 services instead of adding 18 services I want to see. A drill down into rates would also be very helpful.
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Phillip Allison
commented
Agree! I would love to be able to run a report that shows me X service, but not Y rates. As it is it is all or none.