22 results found

1. loans - need option for sub accounts on creation

   When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a drop down of the default account when creating vouchers and invoices. Thanks!!!

   When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a… more

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   Proposed Idea  ·  1 comment  ·  Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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2. invoice

   We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.

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   1 comment  ·  Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   In the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.