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Add option to prevent posing duplicate quote, sales order or invoice numbers

Add the ability to grey out the NEXT button when creating new Quote, Sales Order, or Invoice #s. Create a setting in AR parameters “Allow NEXT for Quote, Sales Order, or Invoice #s”. If not checked, NEXT will be greyed out when posting Quote, Sale...
Kim Crabtree over 1 year ago in All other suggestions 0 One For The Future

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 3 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 3 months ago in All other suggestions 0 We're Taking A Look At This

Credit Hold remove?

I wish that when payment is being posted for a customer on credit hold, that a notice comes up asking if we want to take that customer off of hold. The two events, credit hold and payment are disjointed.
Guest 10 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 11 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 11 months ago in All other suggestions 0 We're Taking A Look At This

NITRO PDF

please start testing/working with NITRO PDF. NITRO seems more user friendly than ADOBE, for the work my office does. i was using SAGE BUSINESSWORKS successfully with NITRO until i got a new computer, now they aren't working together.
Guest 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

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 8 months 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