IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

Ability to roll multiple items up into a Single Item

It would be nice to have the ability to roll multiple items up into a single item and continue to add items into that "rolled up" item.  This would be different from the collected items workspace because the individual items would not show as outstanding but a single rolled up item would.  This has come up several times when clients are dealing with payments.  They may receive incremental payments throughout the month that they know they will be getting the offset in the future (could be in a month).  Instead of letting them sit out there as individual items they would like to group them together knowing that the sum of all those items will eventually clear once the offset comes in

  • Clay Park
  • Aug 9 2019
  • Planned
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