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Clear PO Receipts field when more than one

When we do a Purchase Order Receipt and post, the screen returns to allow us to choose a different PO to receive. But the PO # field is still populated with the PO that we just received. I have to clear that field in order to do a lookup on the ne...
Guest 4 months ago in All other suggestions 0 We're Taking A Look At This

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

Printable updated invoice with applied payment(s) and/or finance charges.

We are currently having to save invoices as a pdf to show this detail.
Krys Bevan 12 months ago in All other suggestions 0 We're Taking A Look At This

Increase the number spaces for amount of money when making deposits or adjustment in Cash Management and journal entries. More than 1,234,567.89

I have clients having to break out the amount on two line entries to get the entry the journal entry done.
Tammy Richard 4 months ago in All other suggestions 0 We're Taking A Look At This

Copy function should copy ALL fields

When copying a quote, sa;es order or invoice, they copy funciton should should replicate what you are copying from EXACTLY. The copy feature currenty does not copy everything and it is annoying to have to re-type almost field such as ship-to info ...
TRACY LYONS over 1 year ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing - it would be nice to have a feature listed in summary close to freight to add fees that aren't taxed.

We use Square for credit card payments and it's fairly new to us. Square charges a fee to do this and we charge the customer. As of now, I have to put it in the body of the invoice and not tax it. There may be a way to do this and I just don't kno...
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add option to search by PRODUCT LINE in Sales Analysis Report

To be able to view sales the sales analysis from sales reps pertaining to one specific PRODUCT LINE. Currently this report you can search by Customers, Invoices, Parts, sales Reps. This report would be tremendously more helpful if it also had a se...
Ryan Spitznagel over 1 year ago in All other suggestions 0 We're Taking A Look At This

Copy an invoice or journal.

When you have entered a journal one month you should be able to select it and click copy so an identical version appears to edit, then you can change date, month amount etc. Useful for jnls that happen monthly.
Sarah Maguinness 4 months ago in All other suggestions 0 We're Taking A Look At This

Edit the nominal account on a foreign invoice.

Please allow me to edit the nominal account on a foreign invoice instead of having to completely re enter it.
Sarah Maguinness 4 months ago in All other suggestions 0 We're Taking A Look At This

Add more sales tax fields on the invoice

With the changes to state tax structures and the current Avalara integration, customers would like to have the ability to track more than 3 sales tax jurisdictions on an invoice
Kim Crabtree over 1 year ago in All other suggestions 1 We're Taking A Look At This