Feature Requests

Please share with us your product and service ideas, suggestions and comments.

6 Vote

Request Credit Memo ref number in email

No description provided

Created 19 Jul 21:08

Emailing

2
4 Vote

Add transaction code into reporting

Using transaction codes in reports will give the ability to see total movements of money in and out of specific accounts over a specific period of time and provide daily totals that will assist with end of day settlement.

Created 29 Sep 21:09

ACH Universal

1
5 Vote

Can we add a logo to an email

Sending emails to vendors. Can we add our company logo to the email?

Created 16 Jul 01:55

Emailing

1 Already exists
4 Vote

Integrate with QBO when language is French

Canadian users can put their QBO either in French or English (yes French is our second official language in Canada). Right now Canadian user must have their QBO set to English in their parameters for Treasury to work. When the language is set to F...

Created 15 Feb 01:18

QuickBooks integration

1
4 Vote

Would like to be able to upload a logo to email template

Would like to customize the email template with the company's logo.

Created 14 Aug 15:13

Emailing

0 Already exists
2 Vote

Requesting more font options in the remittance email (bold / colors)

For more customized emails. Requesting to have certain areas "pop" and be more obvious.

Created 24 Jul 20:57

Emailing

1
1 Vote

Would like to send email notifications using IAT

We currently work with Canadian banks and US banks, and have recently started using IAT for cross-border transactions. We would like to be able to send email remittance notifications using IAT.

Created 16 Aug 13:43

Emailing

0
1 Vote

Prenote using multiple originations

No description provided

Created 24 Jul 14:56

ACH Universal

0
1 Vote

Want to be able to save reports under 'Favorites'

Uses specific reports all the time. Can we save under 'Favorites'? Ticket #7117

Created 19 Jul 21:21

Usability / Documentation / All else

2
1 Vote

Additional email (name) tags requested

Currently, the only tags for names in general are [NAME] and [QB_PROFILE_NAME]. They always seem to pull from the same field called "Customer Name". From QuickBooks, can you please add "Company Name" and "Full Name" (first/middle/last) as addition...

Created 19 Jul 21:05

Emailing

0