User Profile

Send out Customer Statements More Easily (Use document sending profile, default statement report, and customer email)


To send a customer statement currently, users have to update the document layout for each customer (can update in bulk, but it doesn't pull from the default statement report), and send the statement by going to the customer card > Reports > Statement. Emailing statements does not work at all whe...

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6 Comments

Category: Sales (757)

STATUS DETAILS
Needs Votes

Check the "cleared" box on multiple bank reconciliation lines at one time


This is recommended on the manual bank rec (auto match turned off). For example, if the bank statement shows that check 1 through 10 are all cashed, the user should be able to highlight all 10 lines at once and have the cleared box be checked instead of checking each box one by one.

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0 Comments

Category: Financial Management (1300)

STATUS DETAILS
Needs Votes

Require dimensions to be used together.


We have various ways to require dimensions with master records to accounts, vendors, etc., but it would be great if there was a way to require a dimension to be used if another dimension is selected. For example, when a certain division is selected, a project must be selected (not left blank)....

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0 Comments

Category: Financial Management (1300)

STATUS DETAILS
Needs Votes

Allow for Fixed Asset Card Templates


It would be great to have Fixed Asset templates that work like the vendor/customer/item card templates. That way, we can set a few templates for various subclasses, dimension codes, number of years, etc. to eliminate having to manually enter these (or finding a similar asset and copying).

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0 Comments

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0 Comments

Category: Financial Management (1300)

STATUS DETAILS
Needs Votes

Add area to write notes in the admin center environments page


It would be great to have a notes section on the list of environments so that we can add why we had a sandbox environment. That way, the team knows the reason for the sandbox. For example, was it for testing an upgrade or testing a new feature.

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0 Comments

Category: Tenant Administration (258)

STATUS DETAILS
Needs Votes

Batch EFT Payments


When creating an EFT vendor payment run, the bank account side of the entry shows as individual payments. Many bank accounts will post these payments as a lump sum, which causes a headache with the bank reconciliation. We should have an option to post the EFT payments as a lump sum, similar to...

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0 Comments

Category: Financial Management (1300)

STATUS DETAILS
New