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Reprinting Invoices from Order Entry Module

We have one person creating and posting the invoices and then another person actually emailing the invoices to the customers by using the "Reprint Invoices" from our Order Entry Module. When I email invoices from our Order Entry Module, I have to ...
Sue Newman 7 months ago in All other suggestions 1 We're Taking A Look At This

Add ability to change size of box in various modules.

There are many different size boxes that open up for tasks in each module. Often times the boxes are quite small. For each user to be able to resize the boxes would be beneficial. One example is in AP manual invoice selection. If the box were larg...
Electric Service 5 months ago in All other suggestions 0 We're Taking A Look At This

Modify a credit card charge that's pending

Our company policy is we only charge for what we are shipping. We run into situations where we process a credit card for $xxxx.xx and after the ticket is pulled for shipping, the warehouse alerts us that we are missing something that we shouldn't ...
Jessica Smith 6 months ago in All other suggestions 0 We're Taking A Look At This

Improve Search Methods for Quotes & Orders

We should be able maintain or make an inquiry or without having to enter the customer ID. What if I know the quote# or order# but not the customer ID? example: City Of Example calls and references Quote # 123456. But that city has 1 account for ea...
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Emailing payroll stubs all at one time instead of having to do one at a time.

Emailing payroll stubs all at one time instead of having to do one at a time.
Tammy Richard 7 months ago in Payroll suggestions 0 We're Taking A Look At This

Make changes to invoice after converting to sales order

This would allow changes to be made on the fly. Eight now we have to modify the sakes order if we need to add lines, etc then convert to invooce. this wastes time
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to determine which user has an exclusive lock on a customer

On many occasions, an employee will go step away from their desk or go on break while working on an A/R function, which placed an exclusive lock on a customer. If another employee attempts to do anything with the same customer, they’re unable to. ...
Alfredo Torres 7 months ago in All other suggestions 0 We're Taking A Look At This

Out of the box support for UPS Worldship and Fedex Ship Manager

Out of the box integration with UPS Worldship and Fedex Ship Manager , 3 Address Lines and attention to: lines , full pass thru of Tracking #, freight $ for invoicing & customer service reps
Vince Settipane 7 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to sort line items in an invoice, either alphabetically by description or numerically by part number.

I enter large quantities of line items in an invoice and often have to refer back to previous line items entered during invoicing. If I could sort the items alphabetically by description or at the least sort by part number, it would be much easier...
Electric Service 7 months ago in All other suggestions 0 We're Taking A Look At This