Settings and activity

2 results found

1. Batch Deposit - Include over/pre payment when creating batch

   58 votes

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   submitted  ·  16 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Kallie Cleveland commented  ·  19 March, 2026  ·  Edit…  ·  delete…

   This will be beneficial to us and our clients!

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   Kallie Cleveland supported this idea  ·  19 March, 2026

2. Find and Recode - Edit payment Bank Account

   48 votes

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   submitted  ·  13 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Kallie Cleveland commented  ·  22 January, 2026  ·  Edit…  ·  delete…

   We have clients who accidentally bring in bank feeds to the wrong bank account all the time. We have to manually delete then reimport. To be able to find & recode to correct bank account would save tons of time!

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   Kallie Cleveland supported this idea  ·  22 January, 2026