Currently, cash receipts that are entered directly to GL accounts are not shown in Customer Maintenance resulting in an incomplete view of a customer's payment history.

by: Larry G. | over a year ago | Customer Mgment (CRM)

Comments

• Our organization receives numerous cash receipts from various revenue streams and the majority of them are not associated with an invoice. We would love to track how much we have received from each customer. Also the ability to have attachments to cash receipts.

  by: JAMES S. | over a year ago

• I agree with James.

  by: Donna S. | over a year ago

• Do you have a compelling reason for entering the data in GL as opposed to AR/Cash Receipts? You can track the Customers' activity through AR, but still post directly to the GL.

  by: Kathleen M. | over a year ago

• Also, add the option of posting Cash Receipt Line Comments to the G/L

  by: Sam W. | over a year ago

• Any Cash Receipts Entry using a Customer#, whether an Invoice or GL, should appear in the Transactions tab, i.e. it should mirror the Cash Receipts Report.

  by: Bob P. | over a year ago