Add a new idea Subscribe
Status Shipped
Created by Guest
Created on Jan 18, 2022

RELATED IDEAS

Display Book and Bank balances on the "To Release" page.

Book and bank balances display on the "Pay Invoices" page and it is the same function. The only difference is one of them send a wire/ach and the other issues a check. It helps to see bank and book balances so we are not overdrawing an account when releasing/paying invoices.

  • Attach files
2 MERGED
Merged
It'd be useful to see how much money a client has on the main payment release screen like how the legacy datafaction used to so we can easily see if releasing a payment will overdraft the account or not.
about 3 years ago in  0 Shipped
3 MERGED
Merged
we need to see what the available balances are in the client accounts in order for us to be able to pay a bill in the release screen. it is too time consuming for us to navigate back to the main screen for this information and then back to the rel...
over 3 years ago in  0 Shipped
3 MERGED
Merged
Would be useful to be able to see the current bank & ledger balances on the main payment release screen.
about 3 years ago in  0 Shipped
2 MERGED
Merged
TO SEE WHICH BANK THE PAYMENT COMES FROM IS VERY IMPORTANT
over 2 years ago in  0 Shipped