Feature Requests

Would like option to send multiple invoices together in a single email. There are many times a client asks to have all open invoices sent. Would save time to be able to select the invoices I want to send and push them to client together vs. unique email for each one.

It’s a little confusing, especially for client’s who pay via a portal in their company’s ERP system.

It would be super helpful if we could search by the client's PO in V2 to see what/if any job(s) it is associated with. WE currently have to go into V1 and search under the "Customer Order Number" field to find the applicable job(s).

When viewing a client profile, it would be helpful to have the AR tracking available directly within its own tab. Currently, needing to navigate to the AR log (a new feature in V2) or return to V1 to view this information is not very efficient.

From TSC Inc. In addition to the AP Contact, you need to show the Billing Contact on the Tracker screen, since this generally ties back to the person invoices are sent to and who we most likely address follow up inquiries to. Having both names would be great.

I want customers to see the graphics attachment on the online approval page when we send the email from V2 and select the attachment to be included.

Ability to add a client PO on the consolidated invoice, which we would use most of the time. Client would like one invoice for a blanket PO that covers multiple orders.

The current process only gives you the item name but many of our clients will say “we will go with #3”