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The post bank adjustment default journal descriptions should be the same for both debits and credits.
When I post a bank adjustment, the journal reference default for debit is "adjustment type adjustment reference" and the credit is "adjustment type". I would like the credit to also reflect the adjustment reference.2 Already exists
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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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Add a pay as a guest or a pay without logging on feature
We have a significant amount of 3rd party payors. Since Blackbaud does not allow multiple users per account, it would be very helpful if on the electronic invoice that gets emailed to the family, there was a link or button to click to remit paymen...0 No Status
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Expand Receivable Invoice/Statement Format Options
Clients are identified as individuals or organizations. Connections can be made between the two, for example students and school districts. The bill-to can be switched to an organization over a client individually using certain rules. However, run...0 No Status
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AR Refund Check - mass assigning a default bank account
right now in order to process refunds out of AR, you have to individually select each refund and select the bank you would like it to be cut out of. after importing 80+ checks, having to then individually click into each one to create the check is...0 No Status
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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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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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Create an electronic invoice request template/form
No description provided1 Needs review
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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