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Account Receivables (A/R)

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AR: Assign write-offs to a specific timekeeper's charges and allow that to affect/correct each timekeeper's percent of an invoice

This will provide a more accurate invoice percentage for each timekeeper so allocations and collection amounts will reflect reality
Tom Hinds 11 months ago in Account Receivables (A/R) 0

Entering receipts

It would be a nice idea if payments could be entered in batch (multiple clients at one time) instead of entering one at a time.
Jeffrey Bookman 3 months ago in Account Receivables (A/R) 0

ISSUE WITH BALANCES

The past 2 months the program has failed to balance or carry of credits/balances of certain clients when preparing billing. Yes, I have applied payments after billing has been approved, etc. It is very frustrating to have get this done, and chat w...
Guest 10 months ago in Account Receivables (A/R) 0

AR: Allow more formatting of Email receipts

Includes receipts for payments, reverse payments, payments from accounts, payments to account. Allow graphics or include the bill header in the email and send receipt to client as PDF
Tom Hinds 11 months ago in Account Receivables (A/R) 0

AR: In the AR Entry, Add "Find Client by Invoice" tool to the TAB order.

Ease of use, so I don't have to switch between keyboard and mouse.
Tom Hinds 11 months ago in Account Receivables (A/R) 0

AR: Assign transactions to a specific timekeeper's charges

Examples: This allows you to pay off one timekeeper's charges, or pay off one timekeeper before paying off another.
Tom Hinds 11 months ago in Account Receivables (A/R) 0

AR: Allow undoing writeoffs

It would be FANTASTIC if there was a way to undo a write off. Once you run the GL transfer as you know you cannot. We are paid by insurance companies and often the send payments months down the road for fees we wrote off so I then have to create a...
Tom Hinds 11 months ago in Account Receivables (A/R) 0