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All other suggestions

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 about 3 years ago in All other suggestions One For The Future

Add commas to the amounts on all reports

Commas make the reports easier to read and determine the amounts. As costs are rising the amounts on reports are becoming larger and need the commas.
Kim Crabtree about 3 years ago in All other suggestions One For The Future

new vendor set up date

There should be a date for when you set up a vendor just like a new customer has. I would like to know how long I have been doing business with vendors.
Guest about 2 years ago in All other suggestions One For The Future

Create an Audit Log for entries

It would be helpful to have an audit feature added to the software. Other software I've used has an audit log that can be run by user / by module. It allows visibility to who posted an entry and when (date / time stamp). Helpful in researching / t...
Guest almost 3 years ago in All other suggestions One For The Future

Increase character length in purchase orders number box in order entry. Unable to enter 19 characters for number 1 customer.

When reconciling their payments, I have to only look at the last 4-8 digits, because I am unable to enter their full purchase order number.
Guest about 2 years ago in All other suggestions One For The Future

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.
Dale Schriver over 2 years ago in All other suggestions One For The Future

Reprint prior bank reconciliations

It would be nice to be able to reprint prior bank reconciliations with the information that was selected at the time the original reconciliation was done for record-keeping purposes.
Kim Crabtree about 3 years ago in All other suggestions One For The Future

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...
Jessica Smith over 2 years ago in All other suggestions One For The Future

Allow report refresh while inside preview

I see the most benefit for this in the "On Order Report" function. We have inventory coming and leaving every day, all day long. 1000's of part #'s. It would be awesome to live refresh a report as I'm looking at it. Like hitting F5 in a web browse...
Jessica Smith about 3 years ago in All other suggestions One For The Future

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 about 3 years ago in All other suggestions One For The Future