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

Partial Retainage Release in Job Cost

I would like to be able to record a partial release of retainage in BusinessWorks. On large projects, retainage is released as the job progresses. Adding the partial release would elimate work arounds and additional spreadsheets.
Guest 5 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 2 years ago in All other suggestions 0 We're Taking A Look At This

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...
TRACY LYONS about 2 years ago in All other suggestions 1 One For The Future

Reprinting Invoices from Order Entry Module

We have one person creating and posting the invoices and then another person actually emailing the invoices to the customers by using the "Reprint Invoices" from our Order Entry Module. When I email invoices from our Order Entry Module, I have to ...
Sue Newman about 2 years ago in All other suggestions 4 Great Minds Think Alike - This Exists Today

Allow for part values higher than 9999.9999 when using fractional cost

Part costs have increased to the point where items are regularly having a cost larger than 9999.9999.
Kim Crabtree 10 months 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 almost 2 years ago in All other suggestions 0 We're Taking A Look At This

MAKE ALL INOVOICES REPRINTABLE

ALL INVOICES NEED TO BE REPRINTABLE
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add more lines in the sales taxes module to account for additional sales taxes

Currently there are three lines for sales taxes in the module. The state / counties have added additional sales taxes as separate from the existing taxes. This effects the invoicing and reporting required.
Guest almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Increase Kit Description allowed characters

The Sage BusinessWorks 2018 File Format pdf document lists that the size for the Description field in the OEKit module should be 31 characters, but the GUI limits it to 24. Querying the OEKit table schema it also shows the length of the column to ...
Guest almost 2 years ago in All other suggestions 0 We're Taking A Look At This