Skip to Main Content
Vision Product Ideas

Your ideas really do matter

Created by Guest
Created on Sep 28, 2026

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. Having it easily accessible to our staff rather than digging through paper files would make it much more efficient to find information.

  • Attach files