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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 almost 5 years ago in Case Management / Accounting 0 Already exists

Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...
Guest almost 5 years ago in Case Management / Case Identifier 0 Already exists

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
Guest almost 5 years ago in Case Management / Documents 0 Future consideration

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team almost 5 years ago in Case Management / Accounting 0 Not being considered