Hi all - Hope everyone had a nice Thanksgiving break.
Anyone have any tricks out there (i.e. workarounds) for nested sorting? I find it frustrating to have only the single sort fuction (provider, date, reason, etc.).
Quicken Lisa, hopefully this will be fixed with v2. At a minimum, the DOS should always listed chronologically when not chosen as the primary sort. Example: Primary Sort: Provider; DOS is listed randomly rather in chronological order.
To make the most effective use of this product, I break down all EOB's & enter each part individually. (insurance does this too) and I find that I scroll back & forth checking dates. I've run separate reports by provider just to be sure that I haven't duplicated entries (I have) which is an extra step that I'd rather not do.
