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Accounting

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Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann 5 months ago in Case Management / Accounting 0 Already exists

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest about 1 year ago in Case Management / Accounting 1 Already exists

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest about 4 years ago in Case Management / Accounting 0 Already exists