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  • Added ability to filter the Installment Billing report by item.

    Use Case:  Previously, Items (and Item Combos) were not an available filter for the Installment Billings report. Now, easily review Installment Billings based on selected Item or Item Combo in addition to Member, or type of Installment Billing.

Trial BalanceBalance 


  • Improved performance of Trial Balance report by grouping and summing transactions more than two years before the As of Date.

    Use Case: Previously, performance of the Trial Balance was not optimal as large amounts of historical data slowed the report’s ability to run efficiently.  With this enhancement, now quickly obtain data needed from the report, while maintaining necessary transactional details within 2 years of the as of date.