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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 9 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 10 months ago in All other suggestions 0 We're Taking A Look At This

Prevent against credits taken twice

It would be a great help to be able to ensure a credit is not taken twice. It could be accomplished by the system not accepting a duplicate credit number as it already does not accept a duplicate invoice number.
Guest 6 months ago in All other suggestions 0 We're Taking A Look At This

Part Inquiry when going to a specific warehouse the Bin/Location is not correct.

The reason why the customer needs this is because when the employees are in the warehouse when packing they are looking for what Bin/Location in the warehouse under Part Inquiry to check. They don't have access to Maintain Parts only Parts Inquiry...
Tammy Richard 7 months ago in All other suggestions 0 We're Taking A Look At This

Why arent changes allowed when converting a sales order to invoice?

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...
TRACY LYONS about 1 year 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 about 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 about 1 year ago in All other suggestions 0 We're Taking A Look At This

Allow Admins to Set Password Expiration Limits

Let admins set an password expiration limit, so that user's are forced to change their passwords after X days (e.g. 90 days). Or at least have a report to that admins can see how long it's been since a user last changed their password, so they can...
Guest 11 months 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 about 1 year 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 about 1 year ago in All other suggestions 1 We're Taking A Look At This