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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 over 1 year ago in Account Receivables (A/R) 0

SLIPS: Copy a group of slips to another client

Current solution is to "export slips to file and then import slips to other client"
Tom Hinds over 1 year ago in Slips 0

SLIPS: Slip attachments should be stored in the database and be included in backups

It's especially a problem in multi-user environments.
Tom Hinds over 1 year ago in Slips 0

ECENTER: Expand abbreviations before clicking Save like in Premium

No description provided
Tom Hinds over 1 year ago in eCenter 1

REPORTS: On statements, include a consolidated summary section like on bills.

No description provided
Tom Hinds over 1 year ago in Reporting 0

LINKS: Interface with Google drive or Dropbox or something like that to store and share attachments

No description provided
Tom Hinds over 1 year ago in Integration 0

TAL: Link with Quickbooks Online

No description provided
Tom Hinds over 1 year ago in Integration 0

BILLS: Provide a way to submit changes to a bill or worksheet that can be easily approved, so billing manager can avoid manually editing records based off notes.

This would help in remote situations.
Tom Hinds over 1 year ago in Billing 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 over 1 year ago in Account Receivables (A/R) 0

SECURITY: Allow viewing slips of only specific Clients.

No description provided
Tom Hinds over 1 year ago in Other 0