Invoice Only - unable to:- run reports (such as suggested payments & debtors reports), send remits on batch payments, view receipts, advan
Invoice only - unable to carry out below tasks essential to my role (I was able to this on previous system), can only have access to the below if I can see the bank which the business owner does not want.
Would be helpful for basic functions to be more accessible and/or to be able to customise user permissions based on companies own set up
Run reports (eg. Suggested payments, debtors etc)
Send reminders when payments are due (not automated)
Send remits in batch payments (we make the majority of payments on BACs runs)
Advance postings on sales invoice
Delete incorrectly posted payments/receipts
Send statements in bulk as part of a month end procedure.
Beckie Stokes
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