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the ability to change an invoice number on a posted invoice

I’d like the ability to change the invoice number after it has been posted, specifically under the "Modify Invoices" section. For a few of the companies I enter invoices for, we use the rental agreement invoice as a reference. Sometimes, if you're...
Ashleigh Boyd 4 months ago in All other suggestions 0 We're Taking A Look At This

PO date is not visible in Purchase Order Inquiry

When you click on a PO there is no PO date available to view through PO Inquiry. If the PO was received or cancelled, it shows a received and/or cancelled date, so why no entered date?
TRACY LYONS about 2 years ago in All other suggestions 0 We're Taking A Look At This

Printable updated invoice with applied payment(s) and/or finance charges.

We are currently having to save invoices as a pdf to show this detail.
Krys Bevan almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Why arent changes allowed when converting a sales order to invoice?

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...
TRACY LYONS about 2 years ago in All other 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 about 2 years ago in All other suggestions 0 We're Taking A Look At This

Make new 1099 First Middle and Last Name Fields import accessible

I have 500 1099's that I now have to enter into these fields. I have all the names in a spreadsheet, I should be able to import them into the First, Middle and Last name fields in the new 1099 window, rather than typing them all in. Or change the ...
Guest 9 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 about 2 years ago in All other suggestions 0 One For The Future

Highlight lines in GL reports

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 2 years ago in All other suggestions 0 One For The Future

Change the payment method in AR to Payment, ACH NOT Payment, Cash

No one pays with cash any more so changing this method to ACH is a clearer explanation that shows up on the monthly statements.
Guest almost 2 years ago in All other suggestions 1 We're Taking A Look At This

In OE and AR, link zip codes with applicable taxes.

It would be beneficial to link State zip codes with tax codes. Colorado provides an online tool that helps determine the correct tax percentage for deliveries based on zip code. https://colorado.ttr.services/ We deliver product and need to tax by ...
Guest 10 months ago in All other suggestions 0 We're Taking A Look At This