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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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Add scrolling to view ALL actions at once.
We have a lot of actions and need to search the list often. The current method is too tedious.0 No Status
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Add description to invoices on Web view like in database view
We will be losing a critical field in AR/Client/Activity where you view invoices and payments. The description field will no longer be visible. Many clients track client subcategories like projects or grants within the same client. Options to keep...0 No Status
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add "do you want to post" on cash receipts & accounts recievable before the post is effective
when validating a batch it is easy to accidentally hit the post button instead of validate. there is no warning message that comes up. i would like to see one added.0 No Status
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Adding a Link for Payment to an AR invoice
With an option to 'Pay Now' the customer would click on a link from the invoice that was emailed. This would allow the customer to make the payment in timely manner and would could link the payment to the AR invoice as paid. Payment options could ...0 Planned
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Allow AR client to have an overpayment on account
We have clients that pay a month a head or in error pay the incorrect amount owed. I would like to be able to have this overpayment show on their client activity and offset the A/R balance.0 No Status
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Web Receivable - Client-Contact Info in Alphabetical order
In database view the addresses in clients are listed in alphabetical order. Currently in Web they look to be added to the client record randomly. Will you please consider implementing the addresses in alphabetical order in a future release. We hav...0 No Status
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A/R Invoice Log needs to be refreshed to include adjustments
As of now, Invoice log view has only original invoice information (without any subsequent adjustments). However, when you click on the invoice, the details reflected correctly. The same issue with Customer Activity tab- the summary does not reflec...0 No Status
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Add a way to change payments to include a credit card processing fee expense instead of only affecting cash and receivables
BBMS takes a processing fee when it processes payments. Currently, creating an invoice for a customer creates a revenue and receivable, the receivable then can only be reduced via cash as part of a payment transaction. I would instead like to redu...0 No Status
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Link client donation to client in Cash receipts deposit
Hello, Right now we have to track our unsolicited donations as an Account receivable deposit so we can link the donation to the person in FENXT to be able to send a donation letter at year end. In doing this we have to create an invoice to remove ...0 No Status