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Status Planned
Workspace Case Management
Categories Check Writing
Created by Erin Merriott
Created on Mar 16, 2021

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc.

They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to leave the check writing page for a phone call, you have to set up your filters again to resume your previous task.

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  • Erin Merriott
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    Oct 25, 2021

    Over the last week I have had several customers request or check on the ability to have a search bar on the financials pages. Especially the ability to search for a check number without having to run a report or click through all the pages to find it. Locations who write 200+ checks a month are spending a substantial amount of time hunting down check numbers.

1 MERGED

Ability to Hide Past Voided Checks

Merged
Customer would like the ability to hide past voided checks in the checks column of the Check Writing page.
Erin Merriott over 3 years ago in Case Management / Check Writing 0 Planned