All other suggestions

When tracking a package for a customer, we use the Invoice Inquiry Module and click on "Addresses". The "Ship Via" section includes our tracking number that we enter at the time of invoicing. It would be super efficient if we could copy from this ...

In OE, Reports, Sales Order Report , the status to include does not include the Cancelled Status Customers would like to see the Cancelled status added to the Sales Order Report. During the pandemic, customers are cancelling orders. They later wan...

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...

Add the ability to sort payments in AR, Transactions, Void Receipts - minimum to sort by date. When voiding customer payments, add the ability to sort the checks based on all the column headers that list for the payment - Receipt (Check#), Date, R...

It is next to imposible to find out what the customer ID is when all you have is the Ship-To information. Should be able to search for a customer ID based on any of the ship-to info such as street, town, zip code, etc

It has been brought to my attention from our sales staff that instead of just having the unit cost greyed out when you have quantities on hand, it would be helpful if you could use a Microsoft trick and hover your mouse over the Quantities Tab and...

A radio button to select options to select printing by Vendor ID, Vendor Name or zip code

Since only one person is allowed to maintain employees at a time, we need to be able to see the employees' email addresses under employee inquiry. Would love to see this be a feature in the next software version.

In AR, Transactions, Bank Deposit, when printing the Bank Deposit Report it does not display the deposit date, only the date from the item that was posted. If you go to CM, Reports, Deposit report and print the report from there, then it displays ...

Habitually, I tab when creating a sales order, invoice, in payroll, pretty much everything. Except AR Credit Memos. Enter the reference line, tab and it takes you directly to the invoice number, reverse tab takes you back to the reference line.