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Robin M. Katz

← Atlas Systems

My feedback

4 results found

  1. Allow for text formatting options in email templates, such as bold or italic text.

    30 votes

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    5 comments  ·  Aeon Ideas » Email  ·  Admin →
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    Robin M. Katz supported this idea  · 

  2. "Date Delivered" in Invoices

    2 votes

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    2 comments  ·  Aeon Ideas » Billing  ·  Admin →
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    Robin M. Katz commented  · 

    Our current fix is to manually enter the date delivered in PaymentReference, which is cumbersome and prone to error.

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    Robin M. Katz commented  · 

    Sorry - add to InvoicePrintQueue datasource

    Robin M. Katz shared this idea  · 

  3. Invoice reports

    3 votes

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    1 comment  ·  Aeon Ideas » Billing  ·  Admin →
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    Robin M. Katz commented  · 

    More details from our accounting colleagues, who request this for help reconciling PayPal credit card payments with Aeon-generated invoices:

    Summary Reports of Total Invoices by criteria

    Ideally, we would like to match PayPal Total Gross Amount to Aeon Total Invoices by Payer or Date

    Robin M. Katz shared this idea  · 

  4. Staff would like the option to copy and paste an entire grid from the staff client.

    8 votes

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    3 comments  ·  Aeon Ideas » Staff Client  ·  Admin →
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