Payment Management - Pull only limited data
Since program pulls all activity for the account it needs to be limited especially for storage accounts so the screen will appear quicker. Give user ability to see past 12 months or all data.
3
votes
Matthew Luckhaupt
shared this idea
With the new PM Apply dialog we now by default only show you open AR. There is an option to see all if needed. The new dialog is currently in internal testing and will be going to BETA in the coming weeks. Look for this in our next full release.
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Mark Muddiman
commented
MSS Payment Management apply screen: to be able to hide all invoices with a zero balance so that the only invoices displayed to apply payments to are the open invoices.
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AdminRandy Miller
(Admin, MoversSuite)
commented
Are you referring to the Apply Grid pulling in past revenue for the orders associated with the payment?