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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 over 2 years ago in All other suggestions 0 We're Taking A Look At This

It would be helpful to see the customer PO # as a column when you are in maintain sales order and you are viewing the sales orders

It would help to see the customer provided PO# when you are in their account under maintain sales orders. That way if they give a po# we know which so# to go to if they have multiple orders. The description line on our end is for internal info but...
ashley padgett 5 months 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 over 2 years 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 over 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 over 2 years ago in All other suggestions 0 One For The Future

Increase number of sales taxes available for A/R and O/E invoices

Increase the number of available sales taxes to a minimum of five to provide greater functionality for invoicing options and sales tax reporting.
Coleen Graber over 1 year ago in All other suggestions 2 We're Taking A Look At This

Longer history period

It would be so helpful if you could increase the 60 month max history limit for accounts receivable and order entry. I would love to have the ability to see history for 10 years.
Guest 11 months ago in All other suggestions 0 We're Taking A Look At This

When putting in a Purchase Order we would like to have a link to Job Cost for our Jobs, because we are purchase items for a job. This will allow tracking of our purchase order to reflect outstanding purchase orders which have not been received or turned into an invoice.

When putting in a Purchase Order we would like to have a link to Job Cost for our Jobs, because we are purchase items for a job. This will allow tracking of our purchase order to reflect outstanding purchase orders which have not been received or ...
Tammy Richard 6 months ago in All other suggestions 0 We're Taking A Look At This

add ability to import checks

add ability to import checks for instant checks or AP checks to close invoices
Coleen Graber 12 months ago in All other suggestions 0 We're Taking A Look At This

Add an option to create a read only user

Often users want to provide a cpa or user ready only access to the program. There is no easy way to do this
Kim Crabtree over 2 years ago in All other suggestions 0 We're Taking A Look At This