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More fields need to be importable

We have a catalog of nearly 40K SKUs. Business Works does not allow us to import Unit Cost, Best Cost, Last Cost, [vendor] Minimum [order qty], or [vendor] EOQ. This is a problem, since we use all those fields, and have to MANUALLY ENTER THEM for ...
Guest about 1 year ago in All other suggestions 1 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 1 year ago in All other suggestions 0 One For The Future

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 1 year ago in All other suggestions 0 One For The Future

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 10 months ago in All other suggestions 0 We're Taking A Look At This

Don't allow duplicate numbers in credits, debits and invoices. Keep # series consistent throughout all modules.

When switching back and forth between credits in AR and invoices in OE it would be nice if the numbering would stay consistent. It seems that the 2 modules do not communicate when it comes to tracking the numbers, which leads to wasted time in loo...
Electric Service about 1 year ago in All other suggestions 0 One For The Future

HIghlighting line items for P & L reports. this use to be a feature but with upgrades it's no longer a feature. it was so helpful with yearend and qrtly reviews.

Hello, one of the features that I miss is when I’m viewing yearend and Quartey P & L reports, and other reports is to highlight each line item in preview. This was always a plus when viewing comparable years. If you can add this feature back t...
Melvin Davis 7 months ago in All other suggestions 0 We're Taking A Look At This

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...
TRACY LYONS about 1 year ago in All other suggestions 1 One For The Future

Reprinting Invoices from Order Entry Module

We have one person creating and posting the invoices and then another person actually emailing the invoices to the customers by using the "Reprint Invoices" from our Order Entry Module. When I email invoices from our Order Entry Module, I have to ...
Sue Newman about 1 year ago in All other suggestions 4 Great Minds Think Alike - This Exists Today

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 1 year ago in All other suggestions 0 We're Taking A Look At This

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 1 year ago in All other suggestions 0 We're Taking A Look At This