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several user can be in the same customer ID

It would be nice if several user could be in the same customer ID. There are times one user is trying to post a payment while another user is trying to type a quote or create an invoice. We are not able to do it as the account is locked.
ashley padgett 6 months ago in All other suggestions 0 We're Taking A Look At This

Need a detail report of Customer Deposits as of a specific date with job #s

I need to be able to print a report showing the detail of what makes up the total customer deposits at any given date (along with the end total which ties to the balance sheet), and I need this report to also show the job #s that the deposit is fo...
Lori Garrett 2 months ago in All other suggestions 0 We're Taking A Look At This

increase size of check # in A/R post receipts

Some of my customers pay with check numbers that are 9 digits. Currently I am limited to 6 characters
Guest about 1 year ago in All other suggestions 3 One For The Future

Add a line item that would figure a service fee that would be a percent of the subtotal.

This would allow us to easily add a credit card service fee or delivery fee etc.
tamara baines 12 months ago in All other suggestions 0 We're Taking A Look At This

Description Line for Voids

When voiding a payment from a customer, it would be nice to be able to document on the transaction why it was being voided. Such as NSF, Duplicate, Wrong Bank Account, etc. Then when you run an AR Detail Report anyone reading it can tell why it wa...
Guest about 1 year ago in All other suggestions 0 One For The Future

Ability to link multiple customer sales orders or add notes to a Purchase Order.

As a company who creates purchase orders for more than one customer or sales order, it is difficult to keep track of which sales orders are linked to a PO. It would be great to attach sales orders from the purchase order itself or at least add not...
Kassandra Dorsey 6 months ago in All other suggestions 0 We're Taking A Look At This

be able to reprint a packing slip

It would be nice to be able to reprint a packing slip after the invoice has taken place. There are times when a customer would like a packing slip after the fact as it was lost or someone else needs a copy (without prices) and we have to do a scre...
ashley padgett 6 months ago in All other suggestions 0 We're Taking A Look At This

add a credit card surcharge line in the post receipts screen

It would save a ton of time if we could add a line in the POST Receipts screen where we could report credit card fees collected by transaction rather than creating individual debit memos
Guest about 1 year ago in All other suggestions 0 One For The Future

Add the year to all reports

Please show the year on reports rather than only the day and month. For example, a Trial Balance report. If I run it for more than one year I have no idea what year the postings were made.
Kim Crabtree about 2 years ago in All other suggestions 1 Great Idea Currently In The Works

Notification for Duplicate Customer PO Numbers

Would be extremely helpful for a notification to pop up if the customer PO number already exists in Order Entry
Melanie Zembardo 8 months ago in All other suggestions 0 We're Taking A Look At This