After the lastest update the only way to batch a check that has been
entered is to go to the accounting screen. Before the latest update you
could batch a check that has been entered by going to the invoice. You
were able to just batch the check with...
When reviewing batched invoices in the Accounting page "Batch/Export
Transactions" fails to navigate to the correct invoice and returns an
application error. This error is because the URL for the invoice is
being given the Invoice number rather than ...
We recently noticed that when sending statements to customers either by
email or printing, the "Please remit to:" at the top right is blank
underneath. Where can we add this information? I have looked under email
settings, business units but haven't ...
How do you deal with partial payments? Several of our customers pay a
deposit and then the rest upon completion of the job. The problem is I
can't batch and export the invoice until the job is marked complete. So
how do I batch and export the payment...
It would be EXTREMELY helpful if Customers were a hyperlink in
"Batch/Export Transactions" under the accounting tab. Customer names are
already a hyperlink in so many other places throughout the system.
Currently the invoice number is a hyperlink, wh...
Is there a way to set a Tax Zone by Default? 95% of our customers are
residential and if we can set this Tax Zone by default, it would save
time and minimize the errors during batching, posting and exporting
invoices and payments.