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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Included in Release
Categories ClearSight
Created by Guest
Created on Jul 15, 2021

Ability to separate out access to create Process Voucher/Process Checks/Log Payments/ Reserves based on Coverages and Security Groups

Ability to separate out access the options for creating Process Voucher/Process Checks/Log Payments/ Reserves based on Coverages and Security Groups. Currently this is system default and either it's all or None for All users based on Bank Account. This is for Walmart and they want certain security groups to not have option for Process Voucher/Checks and others to have this option

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