NicoleMZ
New Contributor II
since ‎10-27-2022
‎09-10-2024

User Statistics

  • 8 Posts
  • 0 Solutions
  • 2 Kudos given
  • 5 Kudos received

User Activity

We have thousands of materials and/or services on recurring services that we have to manually update if we change the price. The cost of time doing this is outrageous for us, as well it does leave room for error doing this manually. I would think the...
There should be an option to build a Report that allows you to generate just the totals for the GL Accounts. Right now we are running a Revenue by Account report and you have to scroll through hundreds, sometimes thousands, of line items before you c...
I am having an issue with the charging interest process. When I am charging interest there are customers that are showing up, pre-selected as late, even though they are not due based on their payment terms. I am told by Support that "The outstanding ...
It would be a nice feature to have the customer's payment terms automatically set on their invoice when generating a Membership invoice. A lot of times commercial customers, which we have, have custom payment terms and it is tedious to manually have ...
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