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Usage only Statements for customers

We would like our customers to be informed about usage only statements we could send out 2 times a year. We do not bill customers directly and use assessment for billing, so to be able to send the customers usage only statements would be beneficia...
Guest about 20 hours ago in Utility Billing (UB2) 0

Documents Tab in Recievables

This would be extremely helpful and make for much less paper clutter. There should be a spot for individual accounts to hold scanned documents, like UB2. We hold Certificates of Insurance, Rental/Lease Agreements, Paperless Billing Forms, Etc. Hav...
Guest 9 days ago in Accounts Receivables 0

Remove Character Limits on notes

Removing character limits will help when adding a note to an account. If there is a long note that needs to be entered to an account, having to make multiple notes, i.e., part 1, part 2, part 3 can be confusing when entering because you have to st...
Sharon Clay 20 days ago in Utility Billing (UB2) 0

UB2 - To be able to print a statement with the current balance on the account, without doing a zero bill invoice.

Alot of the time, people want to see an invoice with the balance on the account. Whether it is because a payment was received, multiple invoices outstanding or a transfer. When you reprint an invoice, you have to select one invoice and it gives th...
Guest 14 days ago in Utility Billing (UB2) 1 Already exists

Ability to delete vendors

Vendor lists get out of control over the years. It would be nice to be able to remove them from the list if/when they haven't been used within the retention period (6 years).
HOLLY MEYER 3 months ago in Financials 0

permitting - inspector schedule

allow the inspector schedule to remain open through out work day while allowing you to open and process or review permits or other functions in the permitting system. currently - when inspector schedule is open you need to close to work in other f...
Karen Allen about 1 month ago in Permits 0

Check Memo

It would be really great if we could have the ability to print a memo line on the actual check itself and not just the stub. Some vendors request an invoice or account number on the check itself. It looks more professional when it's typed and ther...
Guest 3 months ago in Financials 0

Permitting - Portal

Is there something that can be done to create a permitting portal - so customers can fill out the permitting application and provide documents and pay on a website.
Karen Allen about 1 month ago in Permits 0

condition to sort alphabetically in permitting

When creating a new permit - the conditions are not in alphabetical order would like them to populate in alphabetical order so it can be easily verified you have all the conditions on each of the permits.
Karen Allen about 1 month ago in Permits 0

auto populate a failed inspection to reinspect

When an inspection does not pass it should auto populate that a reinspection needs to be done on whatever failed the inspection and the fees associated with the reinspection that needs to be done.
Karen Allen about 1 month ago in Permits 0