Feature Requests

We are missing the payor field on the "Payments & Credits" and "Trust" screens. The "Payor" field is used to track what entity made a payment for an invoice or trust account. It also helps in making sure we follow the GAAP when it comes to collecting and applying payments.

If we get a "Payor" field on these screens, hopefully we would be provided the capability to pull Cash Receipts and Payment reports by "Payor". Also, to make this a more streamlined feature with pulling a report by "Payor" the field can operate the recall by using the "contains" constraint command to allow us to use the field more effectively.