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Status Potential for future consideration
Created by Guest
Created on Jun 11, 2018

A calendar on the client home screen where you can view activity and setup recurring invoice definitions

On the home screen, between where you would balances and the bar graph charts for open AP, we should put a calendar where client activity is visible. The calendar should display events according to user preferences and can include things such as:

 

- Transactions for certain vendors

- Payments over a certain $ amount

- Deposits over a certain $ amount

- Recurring Invoice Generation Occurrences

- Invoice Due Dates

- Important Tax Deadlines

- Federal Banking Holidays

 

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