Agribusiness Client Ideas Portal
ADD A NEW IDEA

Accounts Receivable

Showing 63 of 412

Be able to edit due dates in the settlement window

In an F1-Order, F3-Fertilizer batch, or F4-Prepaid window, it would be nice to be able to edit the due date from the settlement window if settling to AR. This way we don't have to go to the F6-Customer tab to change the due date.
12 days ago in  0 Not on the Roadmap

Should be able to assign a split to a specific field and that split follow the whole way through to billing.

We use Merchant Ag (MA) and Field Alytics (FA). Currently we create splits in MA and they flow over to Field Alytics. Our salesmen, who are entering the work orders in FA, have to remember or sit with a spreadsheet to select the correct split for ...
12 days ago in  1 Future Roadmap Consideration

Make the F-6 Customer tab a 'quick' search like the F-1 or F-3 tabs. Tired of typing customers first name and being required to type the full name exact for anything to populate.

In the F-1 or F-3 tabs, I can type 'Joe' and all the 'Joes' in my customer list show up and I can choose which one I am looking for. In the F-6 customer tab, if I type 'Joe' I get a 'No records found' message because it wants me to type exactly hi...
12 days ago in  2 Already Exists in Merchant

AR statements utilize date range instead of month by month

Allow a specific date range to be used for statements and not just limited to one month at a time.
2 months ago in  0 Not on the Roadmap

Adding check cleared box in the equity tab

To add a column that would show if an equity check has cleared the bank. This would be a similar column to what Commodities & Grain already has
6 months ago in  0 PM Reviewed

When selecting a customer to add to an order/batch, show the billing and shipping addresses

When you are creating an order or batch and try to find a customer, it would be helpful to see both the billing and shipping address. For example if we sell to a distributer but ship to a local store (Store A). When we search for "Store A" we see ...
4 months ago in  2 PM Reviewed

Ability to make a customer payment on the portal any day of the month

No description provided
about 1 year ago in  0 Future Roadmap Consideration

Add Milliliters (mls) for Stock UOM

This would allow certain items to be sold by the milliliter (ml), such as medications. It makes it easier for someone to check out an item to an individual when selling an item. There is an option for milligram (mg), but it would be easier to have...
3 months ago in  1 Future Roadmap Consideration

Payments from Customer Portal should make Deposit Records

Create deposit records in the Bank Account. Currently, we're updating the GL but not making an entry to the Deposit Register. This means bank reconciliation will never balance by the amount of these payments if clients are using Merchant to reconc...
over 1 year ago in  1 Closed

AP Enter Unpaid and AP PO's and AR Orders REQUIRE description field to be completed

Allow the ability in Access Parameters to REQUIRE the description line be entered on AP and AR transactions
7 months ago in  0 PM Reviewed