Feature Requests

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Facilitate entering/allocating payments

1) When entering multiple payments/payments, on the same day, it would be faster for input, if the most recent scrolled to the top, instead of the bottom. This way, after you hit "save", the one you're working on is on top and easier to click "Allocate". When you have many, it takes unnecessary time to keep scrolling down to the one you're working on

2) When entering payment, under Payment/Payment, In addition to the "comment/notes" section, it would be great to have a separate box to enter the "Invoice Number"

  • Guest
  • Nov 10 2020
How often would you use this request?

As often as I enter deposits. Sometimes on a daily basis.

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  • Admin
    Shoaib Mehmood commented
    9 Dec, 2020 12:40pm

    Thanks for reaching out. For the second point, is the intent to automatically allocate 100% of the payment to the specified invoice number? Would you like to manually enter the invoice number OR have the system display the list of finalized invoices for the selected client-matter?