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Let institution add custom messages on Web Invoice home page
Web Invoice home page is pretty blank. In the meanwhile, we want to remind users some rules of submitting the invoices, so they won't make mistakes or use wrong types, etc.0 Needs review
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Unique field that will tie FE and RE together
I'd like to be able to run queries in both databases that would have a field that matches up transations on both sides. If I pull something from RE into FE, there is no way to tie them together.1 Planned
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Tag account codes to 1099's
I currently have 1099 vendors that we pay non 1099 expenses. We have to manually go thru hundreds of transactions to verify whether that vendor expense should be on there 1099. If you could tag the account code as a 1099 account such as services a...2 Future consideration
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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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Column for account balance on the account list screen
It would be very helpful to have a column with the account balance with actuals only, encumbered only, and both totals0 No Status
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Would like to see the status of queue's in process
it doesn't tell you how far along the report is generating. You only know the duration of generating it.0 Needs review
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Be able to expand all collapsed accounts at once in Budget
Rather than expanding one by one, you should have the ability to expand all or collapse all.0 Needs review
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Mileage Tracking with NO Financial Impact
Our company has a fleet of company vehicles that certain employees are able to drive. Sometimes, these miles end up being partially personal and partially for business. We have been manually tracking these through email and a spreadsheet, but it w...0 Needs review
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Load attachments to Invoice records from List View (in ... button)
I often have to load attachments to Invoice records in bulk. I'd like to attach them from the List View to make this process easier and quicker. Having to enter each record (even going into the quick view) tends to add a lot of unneeded clicking a...0 Needs review
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Using copy function in Web Invoicing on WebPortal, option to copy distribution information
When I use Web Invoicing and want to copy previous month's invoice, the vendor and amounts copy. I am forced to change everything but the vendor. I would like to have distribution information copy. Ironically the amounts copy, but that does change...0 No Status