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4 results found

  1. UB4 Exceptions noted in account

    Have exceptions noted in the UB4 account transaction history similar to the UMS process

    1 vote
    0 comments  ·  Admin →
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  2. Miscellaneous Detail Report

    Add a misc code limit option.

    1 vote
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  3. Notes should sort by date not note level.

    On the NOTES tab. Notes should be in date order with the newest note at the top. It shouldn't be by Note Level order. With the current set up, after a while when there are a lot of notes entered in, you are going to have to take extra time to go through the pages to find the newest note in a certain note level.

    2 votes
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  4. Search by Billing Address in UB4

    When searching for a customer, the ability to search by the billing address is extremely helpful. We receive a lot of checks in the mail that do not have account information on them and we use the search field by billing address quite often in CBSW. With these types of situations, searching by the billing address becomes the only way we can easily identify which account to post the payment to correctly.

    2 votes
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