Top New Features

Here’s a summary of the top new features for this release:

Financials

Auto Payments

Posting Auto Payments for Credit Cards, Bank Accounts (ACH), Post Dated Checks and Manual Auto Payments.

Now in HTML5, you can post auto payments manually or for credit cards, bank accounts and post dated checks. The Auto Payments window accessed from the Financial menu, allows you to:

  • Filter using start/end dates, location and status to locate and select the desired auto payments to post
  • Choose the location and the provider to post to
  • Select the payments – credit cards, bank accounts, post dated checks or manual payments – to post

When you click Post Auto Payments, Cloud 9 displays the status of processing the selected auto payments.

Statement Queue

Generating statements based on the age and amount of balances, locations, providers and transactions for a specifics date range and designating the address and messages that will display on the statement.

The Statement Queue provides you with the flexibility to generate statements based on the age and amount of balances, locations, providers and transactions for a specifics date range and designating the address and messages that will display on the statement.

Once statements are generated and displayed on the Statement Queue window, you can select specific statements to print, generate a pdf, send and mark as printed selected statements.