Jessica Odefey
Billing and Administrative Supervisor
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Recent activity by Jessica Odefey Sort by recent activity-
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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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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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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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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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.
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Draft Fee Date
Similar to the 'Entries up to' date within the draft fee wizard, we would like the draft fee date to revert to the last date used on a draft fee
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Invoice # available as a Placeholder Text
Add Invoice Number option available as a placeholder text within the email wording area of the system. It would be helpful to be able to have the invoice number identified within the Email Submit L...
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Ability to Import Job Billing Value
Ability to import Job Billing Value under the Management panel on the job. As of now there isn't a way to import that value across multiple jobs