-
Ability to email statements and/or invoices all at once to clients.
We are currently using MailOmatic in database view to do this. But once database view goes away, will we be able to send AR invoices and statements electronically through NXT? Printing and mailing out is inefficient and costly.1 No Status
-
AR invoices to process in the new Web view for FE NXT.
In BBCON, they showed a demo on how AR may look in Web view. When you go to select invoices to process, it does not show by Accountant. My agency has 15 to 20 Accountants who each would have several invoices to process. We need to be able to see t...0 No Status
-
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
-
% Product Charge in AR
I have several grants that I am able to charge 10% admin fee to when I invoice for reimbursement. Meaning I can add 10% to the subtotal of the charges on the invoice. I have not been able to find a way to do that withing FENXT - any ideas on how t...0 Needs review
-
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
-
Customize Accounts Receivable Invoice to add common comments
We'd like to add a line at the bottom of our invoices that lets clients know they can pay by credit card by calling our offices. We'd also like to add a comment that clients can send their payments to our new lockbox.2 Needs review
-
Looking up cash receipts Payer
In cash receipts, when the same payer makes payment all the time, you should be able to pull just the name up and everything they have paid some up. instead you have to pull each one up.0 No Status
-
Ability to have letters or special characters in invoice IDs for accounts receivable
To facilitate match up of insurance payments received with claims (invoices) submitted to insurance companies, in Accounts Receivable we need the invoice number to be the same as the claim number assigned by the insurance company - this number con...0 No Status
-
Add AR Payment Attributes to Deposit Defaults tab to reduce need to enter Attribute for each individual payment recorded in Deposits
I record AR payments in large batches. The payments are categorized by Attributes. For 100 checks with the same Attribute, I have to record the same Attribute for each individual payment. If Attributes can be added to the Deposit/Default tab, the ...1 No Status
-
Filter AR posting parameter by application
Our system is set up to post to many AR accounts instead of just one. We have several users and each of them have their own posting parameter that is set up to filter just what they've entered. I do this by using a charge query that has the criter...0 No Status