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Total Only Option for Receipt Activity - Cash Management Report

I use this report to file excise taxes and don't need all 170 pages detailing each account - just the totals of the amounts attributed to water, sewer, stormwater and their taxes. Utility Billing Classic allowed me to toggle to "Totals Only"
Guest almost 2 years ago in Utility Billing (UB2) 0

Add / Amend expiration dates for forms

We issue vendor licenses or temporary licenses that are valid for either 30 or 90 days, vs a full year business license. We need the flexibility to change the expiration date based on the type of license issued. So that it prints on the form for c...
Lily Morgan 6 months ago in Licenses 0

Add Group/Class Parameters to more reports

These parameters would be useful in most reports, and they existed in most reports in UB Classic. I don't know why they aren't in all reports by default.
Shane O'Neill over 3 years ago in Utility Billing (UB2) 2 Will not implement

Bank reconciliation statement

In the reconciliation screens for bank statements when choosing multiple transactions to reconcile, if a total can be shown for those transactions chosen. When reconciling electronic payments from Invoice Cloud, some transactions showing on my ban...
Carrie Snowden over 3 years ago in Financials 1

Attaching Invoices to entries

This would allow people to easily reference the physical invoice when looking at transactions in Financials.
Guest over 2 years ago in Financials 0

Portal Logs

We want the ability to see who and when submissions were approved. We want to see a log of when email notifications were sent to our employees.
Christine Simmons over 1 year ago in Payroll Portal 1

Notes

We would like to be able to view notes from account page
Guest over 2 years ago in Utility Billing (UB2) 0

Expanded Billing Run Report

The UB2 Billing Run Report has 5 titles with counts and amounts, but UB Classic had 16 which supplied much more information that was vital for us to track and audit our accounts for billing issues/mistakes.
Dee Bernache over 1 year ago in Utility Billing (UB2) 0

Can we get some updated Skins to accessorize our pages? We need a Fall one and a winter one that isn't Christmas, pretty please.

B/c it's the little things that make us happy
Guest almost 2 years ago in Cash Management 0

archive in financials

It would be nice to be able to archive bars codes and vendors in financials.
LuAnn Ward about 2 years ago in Financials 0