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23 results found

  1. Add multiple payment types and banking information to profiles

    Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.

    22 votes

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    Proposed Idea  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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  2. Balance Swaps - Exclude Accounts

    I want to select accounts to be excluded from balance swaps. I want everything in my grants payable, scholarships payable and spendable accounts to be in my checking account. The system only keeps amounts that are going out in the short term in checking. Giving the option to exclude those specific accounts would be very helpful.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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  3. Bank reconciliations - option to hide checked items for easier list of open transactions

    It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.

    47 votes

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    Proposed Idea  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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