-
Able to search Clients with name, city and state in AR.
Find the exact client out of hundreds of clients with same names. This is crucial when entering payments in a deposit batch. For example, I need to find the exact St James Church out of a list of 250 clients with this same name.0 No Status
-
Receivable Deposit Report in Web
After completing a Receivables Deposit, it would be helpful to Run report similar to the way that a Cash Receipt Deposit report is able to be generated right from the deposit. Having to leave the deposit and go to reports to generate it seems like...0 No Status
-
printing receivables
***** I shouldn't have to change my print status to printed in receivables if I don't want to. Let me chose no, just like I can in database view.************ I should also be able to print from the invoice tab directly like I can in database view....1 No Status
-
Ability to change font size on AR invoices in NXT
The font size of the customer address on invoices in the AR module in NXT is way too small for mailing. Everything else prints bigger. I cannot find out where in NXT you can change the font size of the customer address.0 No Status
-
Receivables Logo Dimensions
Please update the logo dimensions within web so they are consistent with what we have been seeing in Database, the dimensions within web are not correct and are much smaller which makes it very hard to see our logo. And the Client’s Address is cen... -
Generate Receivable Invoice Preview in Web
When creating a Receivable Invoice in web, it would be really beneficial to be able to preview and print an invoice similar to the way we are able to in Database. In web we now have to go into Communications and generate the invoice. Being able to... -
In AR, I would like to be able to send out invoices via email.
Monthly we create 100 invoices to different clients. We then print all of the invoices to PDF. Save as separate PDF's and attach to emails in outlook to send to clients. It would be nice if there was a way to send the invoices to clients directly ...1 Future consideration
-
Drilldown in Querys in FXT
Within the database view, I used to be able to run an unapplied AR payments Query, and then I could click on individual payments that the Query produced, and then I could apply the payment from the new window. When I attempt to do this in NXT, it ...1 No Status
-
Adding Attachments to Receivables Invoices
It would be very beneficial to be able to add attachments to receivables invoices in the same way we are currently able to do so with payables.3 Planned
-
Add the ability to import deposits
We now have the functionality to import AR payments. However, we still have to manually add the deposits prior to importing payments. Please create a function to allow deposit import.0 No Status