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Check for Missing Employee Timesheets

Timesheet submissions and approvals from employees (we have 90+) and supervisors is often late and sporadic. I would like a dropdown option alongside "Not Submitted," "Submitted," "Approved", etc, to show employees who have no timesheet entries at...
Taylor Currey over 1 year ago in Payroll Portal 0

For Pending Inactive to NOT bill.

When you do a move the account is switched to Pending Inactive, until paid. This does not stop it from billing in the billing run, even though you are telling it that a final bill has been generated. But when doing the next billing run, you have t...
Guest 5 months ago in Utility Billing (UB2) 0

Batch Receipt needs to include cash back

We have customers pay cash for multiple accounts. It would be helpful to enter the total cash received and be told at the end how much cash back is necessary.
Tonya Kennedy over 1 year ago in Cash Management 0

UB2 - ACCOUNT SECURITY DEPOSIT DIRECTORY

It would be helpful if this report could be ran in date order or received deposits without needing to save it to an excel spreadsheet. UB classic use to print in date order. Or if it were actually in account number order with from the lowest numbe...
Karen Allen over 1 year ago in Utility Billing (UB2) 1

Templates - invoice reference field

If you are going to use a template, you want it to come up exactly as you enter it. However, the reference field continues to add a dash and then date and time to whatever you enter in the reference field. It kind of makes it pointless to have the...
Tiffany Hansen over 1 year ago in Financials 0

View Acreage/Billable Acreage From Account Inquiry Screen

We utilize the acreage frequently to double check excess, figure what summer watering allotments will be and to verify per the customer what we show as their lot size is correct. It would be great to have this imbedded in the account inquiry scree...
Barbara Dawson 11 months ago in Utility Billing (UB2) 0

Admin Override for Submitting and Approving

I would the ability to manually submit timesheets on behalf of an employee. If an employee has not submitted their timesheet by the due day and they're absent on that day, I don't have a way of pushing their timesheet through to import. I would ha...
Taylor Currey 11 months ago in Payroll Portal 0

Stay in the Same Month When Posting

When posting receipts, invoices, etc., it would be helpful if clicking 'New' opened the next screen to the same month as the main posting screen.For example, if I open 'Receipts' in October and click 'New', the new screen currently jumps to a rand...
Lindsey Betts 12 months ago in Financials 0

Scheduler

Looking for a scheduling program to allow easier access for the staff to see the schedule and so they don't have to manually input hours worked. Would like to see an app to have easier access on a phone. Allow the employees to see changes made to ...
Guest 12 months ago in Payroll 0

Cash Management Payment Type Drop Down Instead of Default

When posting payments, can the default option be overridden to allow a drop down instead to make the user actually choose the payment option instead of defaulting? Too many payments are getting posted to the wrong payment type simply because the d...
Guest almost 3 years ago in Cash Management 0