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Misc Payments - add back the ability to print a deposit report
This is crucial to documentation to be able to print a deposit report and attach it to the checks and bank receipt so there is an audit trail between the bank deposit and the FE NXT entry. Now, you have to go out of AR, find the report, and then f...0 No Status
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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
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Add a way to link an AP vendor refund (cash receipt) to a vendor record and specific invoice.
Currently, you don't have a way to link a cash receipt (specifically a refund from a vendor) to the vendor record or AP invoice. The only solution I see in your help section is to create a "dummy" invoice and credit memo in the vendor record, appl...0 No Status
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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 "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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Hide paid charges on statements
It would be great if fully paid charges would not appear on current statements. Looks very messy when sending statements to clients.0 No Status
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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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Be able to apply payments in AR for an amount more than what is owed on a client's account
We deal with MCO's/insurance companies who send us remittance advice which can include multiple clients. We set up the MCO/Insurance as a client with multiple relationships, so we apply the payment to the correct client under the MCO/Insurance co....0 No Status
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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