Jessica Odefey
Billing and Administrative Supervisor
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Activity overview
Latest activity by Jessica Odefey-
Jessica Odefey created a post,
Export Type: NACHA File
Hello, We would like to be able to export the direct debit information in a NACHA file to submit to the bank. Please let me know if you need any additional information. Thank you!
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Jessica Odefey created a post,
Recurring Bills-Review Draft invoices
When setting up a client for a recurring bill, there is not an option to preview the draft invoice until the file is generated. Can there be an option to view the invoice within the recurring bills...
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Jessica Odefey commented,
Michelle- 1. Yes, oldest credit applied first up to the bill value. After the oldest credit is used go to the next OS credit if there is still an amount due. 2. Apply the oldest credit to the invoi...
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Jessica Odefey commented,
The billing client function would be ideal as well, at Honkamp we have multiple clients that have a billed to account set up on a recurring fee that we are not able to bill.
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Jessica Odefey commented,
To add on this request - we currently receive 100+ checks daily and our clients indicate the invoice number on their check, this creates extra work as we need to search the client for each check in...
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Jessica Odefey commented,
To add on this - currently each month when we process 500+ recurring invoices, a lot of our clients pay ahead and want this reflected on the invoice. After the invoice is confirmed, we review the '...
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Jessica Odefey created a post,
Apply OS Credit to Recurring Fees(in bulk)
Ability to apply outstanding credits when bulk confirming recurring fees, this is available when bulk confirming manual bills.
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Jessica Odefey commented,
Thanks Michelle! Yes, are aware of that option. Looking for a more efficient way of just entering the Invoice #, pressing the Tab key and the invoice/client automatically populating :)
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Jessica Odefey created a post,
Billing Portfolio>Bulk Print Invoice Order
Billing Portfolio>Bulk Print We would like the invoices to print based on the sort order of the grid or for all invoices to print in Client numerical order. V9.7
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Jessica Odefey created a post,
Enter Deposit by Invoice #
Within enter deposit details, we would like an option added to search by Invoice number, right now there is only an option for Client Code.