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About the AR Transactions (Invoices/Credits/Payments) category
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0
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13
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January 12, 2026
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Ability to deposit a payment after saving
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1
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21
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July 28, 2026
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Ability to Change/Edit line items on an Invoice created through a contract managed Sales Order
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5
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38
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July 21, 2026
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Add Invoice PDF Link(s) Merge Field to Payment mail
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0
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16
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July 14, 2026
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Allow for Time Period Statement Types
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0
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10
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June 4, 2026
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Allow a customer to pay an Invoice from a link that does not require logging into the Customer Portal
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1
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33
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June 2, 2026
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Separate AR and AP permissions for Transaction View
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1
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19
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March 13, 2026
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Customer Purchase Order Field on Invoices
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1
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19
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March 11, 2026
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When using Apply Payments To Bank Account, allow option to utilize the Undeposited Funds process
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0
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7
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March 10, 2026
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Mark Convenience Fee Taxable if the convenience fee item is marked taxable by default
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0
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18
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February 24, 2026
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Sales-Receipt-Specific Default Inventory Location
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0
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12
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February 10, 2026
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When changing GL account on an Item profile, have a question pop up asking if you want to apply the change to historical transactions & then apply the changes if Yes is selected.
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0
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21
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February 3, 2026
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Turn off Invoice Pop up Notification
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0
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15
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February 3, 2026
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Save transactions as Draft/Templates
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0
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29
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February 3, 2026
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transaction list - Include Customer Number with Name in the list area.
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0
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12
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February 3, 2026
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To Have Line Number Be Added Automatically For Invoices, Sales Orders and Purchase Orders
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0
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23
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February 3, 2026
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The ability to specify which invoices get paid automatically in the setttings
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0
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9
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February 3, 2026
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Limit employees to only post to certain classes and if only one class is assigned to the customer all transactions would default to that class
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0
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7
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February 3, 2026
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Signature capture on Sales Receipts
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0
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11
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February 3, 2026
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Show Pending Payments as Pending and not posted from the Customer AR Transactions page
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0
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8
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February 3, 2026
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Show Autopay on payment source
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0
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9
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February 3, 2026
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Shared copy of Invoice doesn't reflect voided status.
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0
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9
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February 3, 2026
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Remove Permission to be able to Change an Invoice after being paid
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0
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13
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February 3, 2026
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Refunds using Authorize.net
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0
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6
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February 3, 2026
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potential - popup override invoic/SR edit.
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0
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16
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February 3, 2026
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Permission around specific Payment Methods
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0
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11
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February 3, 2026
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Permission Around Editing or Changing the Trasnaction number
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0
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16
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February 3, 2026
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Payment on the related to reflects the total on the invoice not the original amount paid
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0
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8
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February 3, 2026
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P&L Date based on Closed Period
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0
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19
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February 3, 2026
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Open Payments report in No class assigned on Balance sheet
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0
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21
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February 3, 2026
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