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

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 1 year ago in All other suggestions 0 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 12 months ago in All other suggestions 0 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 8 months ago in All other suggestions 0 We're Taking A Look At This

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

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

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

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

MAKE ALL INOVOICES REPRINTABLE

ALL INVOICES NEED TO BE REPRINTABLE
Guest 5 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 12 months ago in All other suggestions 0 We're Taking A Look At This