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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 about 2 years ago in All other suggestions 0 We're Taking A Look At This

new layout and excel exportable version of the Inventory Performance Report

The Inventory Performance Report has a lot of great data but would be aweome if that data were all layed out in a tabular format and easily exportable to excel for manipulation and sorting.
Kevin Haman 9 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 2 years ago in All other suggestions 0 One For The Future

Add Product Line to invoices

It would be great to add Product Line to our invoices. As a mobility dealer, mobility parts are taxed differently than non-mobility parts. Being able to clearly show the difference in the two through product lines helps explain this taxation chall...
Guest 5 months ago in All other suggestions 0 We're Taking A Look At This

BusinessWorks Customer Notes

In the customer notes section, we copy and paste a lot of stuff into there and each time we do we have to separate each entry with "************************************" so we can differentiate each entry from the other. The right column has optio...
Guest about 1 year ago in All other suggestions 0 We're Taking A Look At This

Make changes to invoice after converting to sales order

This would allow changes to be made on the fly. Eight now we have to modify the sakes order if we need to add lines, etc then convert to invooce. this wastes time
TRACY LYONS over 2 years ago in All other suggestions 0 We're Taking A Look At This

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 over 2 years ago in All other suggestions 0 One For The Future

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 2 years ago in All other suggestions 0 One For The Future

Maximize Post to Journals window

We use BusinessWorks for a significant amount of entries and the small window and size 6 font is difficult on our eyes and looks minuscule on our large monitors. Your product does not appear proportional to all other software products we have open...
Kim Crabtree over 2 years ago in All other suggestions 2 We're Taking A Look At This

Change the payment method in AR to Payment, ACH NOT Payment, Cash

No one pays with cash any more so changing this method to ACH is a clearer explanation that shows up on the monthly statements.
Guest over 2 years ago in All other suggestions 1 We're Taking A Look At This