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    New Member Date No Longer Member Date

    Add member date field for new members and removed member date field in the customer record. Could be a new tab under Equity, added to credit tab, or added to main screen under Status.
    about 2 months ago in  1 Not on the Roadmap

    Reports as Favorites per user

    Allow users to not only customize a report/save a new default, but allow for a menu of Favorite Reports and allow a user to add customized reports to that menu. Reports in MA are in multiple spots and quite honestly hard to find the ones you use a...
    12 months ago in  2 Future Roadmap Consideration

    Overhaul Bank Rec Process

    I have had nothing but trouble balancing our big bank statement since we started with Merchant in October 2024. Overall, it's just not very user-friendly. Things I would like to see: When entering transactions, there needs to be a way to lock ou...
    8 months ago in  3 Future Roadmap Consideration

    Trial Balance Templates

    For Finance teams, would be helpful to be able to create templates to aid in managerial reporting, reconciliations, etc. Functionality already exists with other reporting modules.
    about 2 months ago in  1 Not on the Roadmap

    Item Merge

    Be able to merge an item into another, similar to the customer merge function.
    about 1 year ago in  0 Future Roadmap Consideration

    "Complete" POs on Merchant PM when a "AP Unpaid" is entered and paid through Merchant Financial

    When Purchase Orders are inputted, they are fully received, then we input them into the "AP Unpaid" through financial. We would like the selected POs (through AP Unpaid) that are selected for the vendor, that is going to be paid, to be automatical...
    26 days ago in  1 Not on the Roadmap

    Date AR Check Cleared in Customer Detail

    Customer Detail has the checks written for equity, and if they were voided, but not if they cleared the bank., Having the information all in one place like previous ERP systems is easier than going to multiple places, especially with menu security
    6 months ago in  0 Future Roadmap Consideration

    Add Payment Receipt to Customer Portal

    After payment is made on the customer portal, I do not have the option to print any kind of receipt currently.
    4 months ago in  0 Future Roadmap Consideration

    AP Queue

    Show Unapproved AP Transactions total on MerchantAG Financial main screen to all users who have AP Queue selected, regardless of where the invoice is sent (assigned).
    about 2 months ago in  0 Future Roadmap Consideration

    Pennies Adj on Cash Settlement

    Pennies are becoming obsolete. need a easy system way to round to the nearest nickel when the settlement is cash, to adjust up or down the pennies
    4 months ago in  2 Planned for the Current Roadmap