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Filter by payment type when creating payments
When creating payments it would be helpful if we could filter by payment type. We run our cheques, eft's and drafts separately and doing it this way you have to select each invoice individually, if we could filter by payment type then we could sel...2 Future consideration
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Approver listed on Journal Entry post report
It would be great if on the Post Report that prints after posting a journal entry, that the person who approved the journal entry could be listed on there. Currently it shows who created it and who posted it, majority of the time this is the same ...4 Future consideration
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Enable Cash Receipts Payments to have a GL Adjustment!!! (just like other modules)
You can not fix a Cash Receipt Payment once it is posted without deleting it from the deposit - in other modules you can just adjust the incorrect GL coding with an adjustment. Please put it here too - it is awful to have to change a deposit or do...0 Future consideration
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Change the Editable ACH / NACHA Fields
Currently, the ACH file is hardcoded to code 5200 which means "all debits and credit" Some banks, our new one, requires this code to be 5220 which is 'debits only'. There is also a hard-coded code of 8200 which some banks require be 8220. We have ...2 Future consideration
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Allow applied filters to stick until user changes them
Expense Management users have complained how they have applied filters and that they never stick in between log-ins. This also includes the "only show submitted" checkbox. Our users are starting to get annoyed that they have to re-select their fil...2 Future consideration
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Add the ability to adjust the JE batch/post validation report column widths.
This would be VERY helpful so the columns do not wrap when you add a print field using GL>tools>options>records>Journal Entry; Post Options>use a parameter file>format>detail.0 Future consideration
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Relative Date Range on Dashboards
I'd like to be able to set up a dashboard that will automatically show me the last X days of activity based on the date the report is run. That function would allow me to set up an report to be scheduled to go out Monday mornings which would show ...0 Future consideration
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Adding vendor type "employee"
Easy to separate for employee reimbursements. Easy to ensure no 1099 are being generated for employees. Can track what are most employees laying out of pocket for? We pay employees by ACH so payment processing could maybe be streamline if we can s...2 Future consideration
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Display User ID in Bank Reconciliation report for Audit trail
It would be beneficial to add the username to the bank reconciliation report. This would be great for providing an audit trail.1 Future consideration
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Create the ability to email statements as a batch to all clients at once based on email address in Client 1 profile.
This would eliminate the need to mail statements to all of our clients. Right now we can only send them individually.2 Future consideration