All ideas

When scrolling through bills, looking at the total of the current bill, it would be nice to also see the consumption for each account to determine if the charges make sense. For example, if a customer is on the disconnect charge (their meter is tu...

It would be nice if there was spellcheck in Financials.

As it currently stands, when you are on the "inquire" screen you can view all notes. I would love the ability to add a note from this screen with a drop down to select if it is an account note, parcel (property) note etc...

A report has to be run or an employee profile needs to be opened to confirm hire dates. It would be nice to have that visible on the Employee Center tab.

Recently we have been running into issues with applying payments in Cash Management in the Receivables section not applying payments equally. For example, if a customer $600 and their balance is $500.00, the module will let you submit the transact...

In UB2, when doing a balance transfer, it would be a great option to choose either the entire amount or manually enter an amount to transfer. When a customer has multiple accounts and a payment gets posted to the wrong account, if that account has...

I listed this idea for Financials, but it could apply to any and all modules an organization utilizes. Having a test database - basically a copy of the live database and software - would allow for new employees or employees taking on new duties to...

have a total of out of balance on the same screen so you don't have to add everything up by hand to find out how much you are out of balance at the end of the month while doing the reconciliation.

This would be much faster than opening the receipt to show method of payment.

We have some vendors who require specific information (often bank account numbers) to appear on the checks themselves instead of just the stub. I'd like to have the option to include a memo either as a default field for the vendor (all checks to t...