All other suggestions

Customers use Recurring Invoices for regular monthly billing for things like a service they offer or property management uses for rent invoices. It is common for the rates to change. There is currently no easy way to change the amounts without goi...

Add the ability to sort payments in AR, Transactions, Void Receipts - minimum to sort by date. When voiding customer payments, add the ability to sort the checks based on all the column headers that list for the payment - Receipt (Check#), Date, R...

Currently in the OE module, you can run an Open Sales Order Report, Closed, On Hold, and All. However, when the "ALL" report is selected it doesn't pull a grand total amount at the bottom like the others. It would save time reporting sales numbers...

for non inventory items, we would like the transaction detail report to total the quantity. We have separate labor codes for different jobs and different employees, and would like to track this information in details and easily find the totals for...

Add an option to display customer notes anytime their account is accessed in OE quotes, sales orders, & invoices. We see these now when customers are on hold or over their credit limit. I would love to see an additional box at that time of ord...

It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...

Instead of researching what customer ID to use, it would be helpful to be able to just enter our quote # or sales order#.

It is next to imposible to find out what the customer ID is when all you have is the Ship-To information. Should be able to search for a customer ID based on any of the ship-to info such as street, town, zip code, etc

Invoice Inquiry only says how much tax was charged. Would be veryhelpful if it displayed the Tax Code that was used for that ship-to record.

currently, you can only enter 20 accounts/checks in one transaction. We frequently have more checks than that to deposit and prefer entering them one check at a time rather than entering totals.