Company Option > Hide Final Bills w/Zero Balance
National User Conference 2022: Add a company option to hide final accounts/locations from the payment form. Scenario: one account attached to 86 locations, 20 locations previously final billed. When typing in this account number for payments, the final locations are pulled as well.
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Jennifer Perryman
shared this idea
After careful consideration, this item is being declined due to the fact that UMS purposely does not pull any financial information or balances on accounts during the 'Search' function because it would hinder performance drastically during the process.
