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Ops_wcic
Level 1

Feature/Enhancement Requests

Where can I add these Feature/Enhancement Requests?

 

1. When adding a Sales Receipt/Invoice, option to "Save and Deposit" to save time.

 

2. There is a dire need to able to send year-end donations (statements) based on Sales Receipts (which should include credit memos) as some check bounce.

 

3. Apply late fee automatically after a certain date

 

4. In Find, ability to set a default Transaction Type instead of top choice, i.e. "Invoice"

Solved
Best answer November 04, 2021

Best Answers
BigRedConsulting
Community Champion

Feature/Enhancement Requests

Good news! You can do three of these things already:

 

RE: 1. When adding a Sales Receipt/Invoice, option to "Save and Deposit" to save time.

To do this,

- First change a preference: Go to Edit | Preferences | Payments | Company Preferences and then uncheck the Use Undeposited Funds as a default deposit to account preference.

- Next, when creating a Sales Receipt, select your Bank account at the top of the form in the Deposit To field that will appear after you change the preference:

Capture.JPG

 

2. There is a dire need to able to send year-end donations (statements) based on Sales Receipts (which should include credit memos) as some check bounce.

While there is no built-in feature to create donor statements, you can use our BRC Donor Statements - Desktop tool to create them. It is very flexible and can be customized in many ways. You can create statements once a year at year end or more often if desired.

 

4. In Find, ability to set a default Transaction Type instead of top choice, i.e. "Invoice"

Not sure what you mean by "top choice"?

In any case you can bring up a customized Find window where invoices (and other settings) are pre-selected.

 

To do this:

- Open the Find window while no transaction forms are selected by picking Edit | Find.

- Add the Transaction Type filter and select the type(s) you want.  

- Add any other filters to reduce the results to what you are usually looking for.  Perhaps "This year to date" as a Date filter, for example.

- Click Find to run the query.

- Next, add the resulting window to the icon bar by picking View | Add "Find" to Icon bar from the QB Menu.

- Enter a label that makes sense to you. Perhaps call it "Find Invoices" for your case. Then click OK.

- Later, click the icon you added to the (top) icon bar and it'll run the same query as when you added the window, including the transaction type filter.

 

View solution in original post

1 Comment 1
BigRedConsulting
Community Champion

Feature/Enhancement Requests

Good news! You can do three of these things already:

 

RE: 1. When adding a Sales Receipt/Invoice, option to "Save and Deposit" to save time.

To do this,

- First change a preference: Go to Edit | Preferences | Payments | Company Preferences and then uncheck the Use Undeposited Funds as a default deposit to account preference.

- Next, when creating a Sales Receipt, select your Bank account at the top of the form in the Deposit To field that will appear after you change the preference:

Capture.JPG

 

2. There is a dire need to able to send year-end donations (statements) based on Sales Receipts (which should include credit memos) as some check bounce.

While there is no built-in feature to create donor statements, you can use our BRC Donor Statements - Desktop tool to create them. It is very flexible and can be customized in many ways. You can create statements once a year at year end or more often if desired.

 

4. In Find, ability to set a default Transaction Type instead of top choice, i.e. "Invoice"

Not sure what you mean by "top choice"?

In any case you can bring up a customized Find window where invoices (and other settings) are pre-selected.

 

To do this:

- Open the Find window while no transaction forms are selected by picking Edit | Find.

- Add the Transaction Type filter and select the type(s) you want.  

- Add any other filters to reduce the results to what you are usually looking for.  Perhaps "This year to date" as a Date filter, for example.

- Click Find to run the query.

- Next, add the resulting window to the icon bar by picking View | Add "Find" to Icon bar from the QB Menu.

- Enter a label that makes sense to you. Perhaps call it "Find Invoices" for your case. Then click OK.

- Later, click the icon you added to the (top) icon bar and it'll run the same query as when you added the window, including the transaction type filter.

 

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