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applying credit memos

credit memos = should be able to distribute a zero dollar receipt and the system distribute according to balances due. - without manually needing to break them down. or a function that would sweep the system (UB2 / licensing / permits) that would ...
Karen Allen over 1 year ago in Cash Management 0

UB2 View Only Lockdown

Please create a system to lock down UB2 so users can view the data but cannot make changes. This would allow for greater control over the data when sharing the system. Similar to Financials and Payroll, where only certain users are allowed to actu...
Guest almost 3 years ago in Utility Billing (UB2) 0

Add a field in Employee Master file for anniversary date

We have multiple employees taking PFML. We would like to have a hire date and then add an anniversary date for when they would get their next step increase because they were off for 3 months and not eligible for their next step increase. This woul...
Guest about 2 years ago in Payroll Portal 0

Improved Functionality for Adding Default BARS Codes

Currently, adding default BARS codes for a vendor does not support the same quick typing conveniences as other fields. It requires you to type "-" each time and does not have an option to skip a 000 block. It doesn't support copy/paste. Once input...
Taylor Currey over 3 years ago in Financials 0

Update by Employee Group

I would like to bulk update all employees in one Employee Group. For example, some contracts changed rates for Sick accruals while others stayed the same. Instead of individually changing 70+ employees, I would like to make the update on the Group...
Taylor Currey 9 months ago in Payroll 0

DBA needed

In addition to business name, need a section for DBA - Doing Business As
Lily Morgan about 1 year ago in Licenses 0

Garbage Routes & Renumbering

I really dislike that when you click renumber route in garbage routes, it numbers them by 5's. I want to be able to see that my total count and the numbers assigned match. My driver also likes use those numbers to see how many more stops are left ...
Vanessa Rainbolt over 1 year ago in Utility Billing (UB2) 0

Invoicing Through Cemetery

It would be nice to be able to invoice through cemetery the same we that we can in the licenses program. That way when someone purchases a plot the payment would be linked to the owner information without having to type it all into the receipt.
Vanessa Rainbolt over 1 year ago in Cemetery 0

Need Balance SHeet Report

Balance Sheets show assets and liability & equity by fund. This is required in Oregon auditing.
Lily Morgan over 1 year ago in Financials 0

Support ETA

When we put in a ticket it would be nice to have an ETA so we know how long we have to wait.
Joël P 10 months ago in  0