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OE - Invoicing, being able to save an invoice I am working on and come back to finish it.

It would be helpful because there have been times I have forgotten to close out a month and have completed a big invoice only to have to close out of it and start all the way over because I haven't closed out yet or sometimes for other reasons.
Guest 7 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to update Recurring Invoice through an import

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...
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This

Add more sort options when in Void Receipts

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...
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This

Add a Grand Total to the Sales Order Report when filter is set to ALL

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...
Marlen Rivera 7 months ago in All other suggestions 0 We're Taking A Look At This

total quantity on transaction detail report

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...
Guest 7 months ago in All other suggestions 1 We're Taking A Look At This

Add custom pop-ups when in OE modules (customer specific buying preferences, etc.)

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...
Jessica Smith 7 months ago in All other suggestions 0 We're Taking A Look At This

Void Invoice "Note" is not visible anywhere

When you void an invoice you can enter a short note, but once you post it, the comment is not visible anywhere unless you print it. It would be helpful to see that comment in invoice inquiry.
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This

Notes Fields specific to the document you are working in

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...
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This

Search by quote# or order# when going in to Maintain Quotes / Orders

Instead of researching what customer ID to use, it would be helpful to be able to just enter our quote # or sales order#.
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This

Make customer the ship-to records easier to find.

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
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This