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Dream Factory by TruBridge Ideas Portal
Categories 3R Management Suite
Created by Tammy Potter
Created on Oct 31, 2024

Additional Basic Search Fields or Saved Search & Layout Options

There are two areas where additional Basic Search fields or Saved Search & Layout column options would be helpful:

In Payroll > Expenses. I need to export the reimbursed expenses for just the previous pay period. However, there is no option to drill down to a particular pay period, so I have to export ALL of the reimbursed expenses and then delete everything not in that pay period, which grows each time.

In Attendance > Accrual Balances, I would like to be able to pull in the Policy Group. I can pull the Employee Group, but not the policy group.

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