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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
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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
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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
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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
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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
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You should be able to edit AR miscellaneous payment deposits after they have been reconciled
I was using FE database to put in a deposit through the AR module. I used the miscellaneous payments option to manually enter in the GL account code compared to using the add/edit applications tab and applying it to an invoice. I realized I made a...0 Needs review
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The Top 4 Data Integration Challenges of 2021 and How to Address Them
VRG Tecgnologies0 No Status
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Deposits feature taken away with enhancement needs to return.
Please bring back the ability to arrow down through deposits instead of having to go back to the beginning and start over.0 Needs review
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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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add a batch of gift in NXT
Can you make easier to "add a batch of gift" so I can use power automate desktop? It should be a button to click after you add the account number of the donor. Thanks,0 Needs review