Many customers are not necessarily the person sending the check. Example: Customer may be property manager or an owner but the check comes from a separate entity. The only identifying information on the check would be the invoice number; the name on the check is not necessarily the customer. This has been an issue for many clients - some with very large cash receipts entry with this issue.
Guest
| Company | CDP - many clients have requested this |
| Job Title / Role | Implementation |
| I need it... | Yesterday...Come on already |
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This issue has been a huge frustration for our Company. Since this original request was submitted in 2018 I'm guessing this will never be done. But it is a time drain to have to identify each customer number before posting cash receipts -- because Spectrum already knows the customer ID for the invoice number, keying the invoice number should automatically pull up the customer. You guys bought Maxwell, forcing people to change software. The cash receipts in Maxwell could be posted twice as fast because the first field you key could be either invoice number or customer number. It was so easy and time efficient. Please consider reviewing the programming in Maxwell (since you own it) to see the significant value add this would be in Spectrum. We have 8 Companies and the time savings in having the ability to key the invoice number would be significant.