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Add more options to columns for client AR activity
It would be nice to have 'Comment' as a column option for clients on the Activity tab.No Status
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Invoicing with sales tax item
We are trying to centralize our accounts receivable processes more completely utilize the receivable functions of Financial Edge NXT. However, we encountered an error when trying to create an accounts receivable invoice that included the sales tax...No Status
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Add a global delete function
Please add the ability to mass delete records. We import over 1K Charges every month. Occasionally, we realize that we imported something incorrectly. While we can do a global change in database view, to change the post date or another field, we a...No Status
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Add Column for Last Invoice, Date last changed, Last changed by in AR-Clients Like AP-Vendor
No description providedNo Status
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Adding project approval rules for WebPortal
We would really like the capability to add in project approval rules for WebPortal. This way the system would automatically select users for approvals based on their project ownership instead of relying on individuals to select who to approve. Whe...No Status
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Select Other Client Charges/Invoices Option Not Available in AR FENXT
We set up our clients with option to pay monthly invoices by themselves or thru provider/rep-payee so if at any time they switch who pays or pay more with the same payment towards a different invoice or client by using the option select other Clie...No Status
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Recurring Invoice Schedule Adjustment
We need to be able to adjust a recurring invoice schedule without having to delete a recurring. There are times when a recurring invoice is set up for 12 months but at month 10 we are notified that that recurring needs to be canclled. In Database ...No Status
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Accounts Receivable Statements
We typically email statements and would like a better "bill" to be sent out. Wish we could add our company logo and make it look more appealing to others when we mail them out. We did create a paper version, but it is more time consuming to print,...No Status
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AR client ID visibility on the account and payment
It would be helpful to see the client ID at the top of the screen when in an AR account. In the same place where the account name is constantly visible no matter which tab you might be looking at. Also, visibility of the client id while entering a...No Status
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Inactivating Recurring Invoices
WHY can't we inactivate a recurring invoice once?? If it was created by mistake and 1 invoice was generated off it, it remains active for an eternity? That's CRAZY!! Similar to a lot of other clients I see have requested & voted for a "filter"...No Status