Make closed purchase orders viewable without having to print them.
After a purchase order is received, the accounts payable person needs to compare the invoice to the purchase order amount. However, if it is closed due to being fully received, the only way to view the actual PO is by printing it.
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
about 1 year ago
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In the older version of BussinessWorks if you were viewing the income statement or other reports you could click on a line item and the line would highlight across. Making it easier to focus and keep track of where you are and where you where look...
Kim Crabtree
about 1 year ago
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Multiple Finance e-mail fields for Invoices & Statements
We have many requests from customers to send their invoices and statements to different email addresses. Currently, this is not possible. It is a manual process, or the customer receives everything to both emails. Could there be 2 finance email fi...
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
10 months ago
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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 ...
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...