New Check Workflow Wishlist
Thank you for taking time on Wednesday the 25th to go over our questions.
I had a few observations after processing checks 2 weeks now.
- Ability to add an email address in addition to the Pay Email address on the electronic payment notifications ( like before ) . Cheers to the automated emails and the ability to edit that content ! Saves me time inn notifying vendors of their electronic payments .
- Add back the email history notes and or email log for the automated electronic payment emails. Often times another staff member will need to answer questions from a vendor . It is also nice to see what was actually sent to the vendor .
- Add "Pay Email" field to the custom reports . We wanted to be able to get an over view of the vendors we have marked check , electronic and whether we have the appropriate emails marked.
- The ability to Sort by due Date on the Pay Vouchers Screen. I tried using the due date filter , however I can not figure out how to include the Grants and scholarships because their due date field is null.
- I am also unable to figure out where we can sort by vendors so that the checks print alpha . I will reach out to support about this , as I was not able to find any info in the training videos or support articles .
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