Balance information will be added to both the Enter Deposit and Process Deposits screens.
Written by Shonna Deen
Written by Shonna Deen
Written by Shonna Deen
A new option is being added to check client balances on the transaction date. If you enter deposits in advance for the upcoming month, for example, and then want to enter additional payments for the current month, this option will allow you to verify the client has sufficient funds as of the transaction date. You […]
Written by Shonna Deen
We are making it easier to get budget balances for clients! A Quick Budget Balance option will be added to the Schedule Pmts tab on the Clients screen. You will be able to click the Calculate button to quickly see the budget balance thru the specified date. The thru date will default to the end […]