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Account Receivable able to create a direct debit file
We have several clients that allow us to pull their monthly payments from their checking accounts. Currently we have to do this manually through our bank. It would be nice if we could create a direct debit file out of A/R like we do out of Raisers...0 Needs review
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Additional Line Items on AR Credits
Would like to see the ability to add more than one billing item/line item in AR Credits. Since I can only use one, I sometimes need to create multiple credits to apply against one invoice.0 Needs review
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The ability to invoice one amount and have 4 due dates - one for each quarter.
It would save time and also allow the client to have the option to pay over time or pay in full.0 Needs review
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Account Receivable
Have you worked with healthcare organizations with ideas for the AR module? Will it be able to have an API to an EMR system so there is live time data?0 Needs review
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Add Automatic Payments into Import for Accounts Receivable
Since the Student Billing module with Automatic payments will be discontinued, this would be beneficial to all companies transitioning their automatic payments from Student Billing to Accounts Receivable.0 Needs review
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Create an electronic invoice request template/form
No description provided1 Needs review
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We need Accounts Receivable module in web view
Processing deposits through the database when A/R transactions are involved is difficult. In addition, a negative deposit is not allowed in the database. Another shortfall is not being able to attach documents while processing deposits.10 In Progress
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Sorting Client IDs by True Numeric Order
When I click on Open a Client in Accounts Receivable, I get a list of all clients in our system, but their client IDs are not in true numeric order. For example, client IDs 18, 2, 20, 202774, and 21 are consecutive numbers when I sort by Client ID...0 Needs review
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Sales Receipt (Revenue, Payment, Deposit) in one transaction
I currently enter invoices, then add a deposit, then add payments to my deposit, and I would like to be able to start a deposit and add payments that allow me to chose which revenue item and GL code I would like.0 Needs review
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I need to create a custom invoice in Accounts Receivable, or adjust the current formats.
I like the layout of format INVBBUSOLBP001, however I don't need a good portion of the boxes/fields. All organizations are not the same. Everyone does not invoice for the same type of products or services. For instance, a majority of our invoices ...3 Needs review