All ideas

ALL INVOICES NEED TO BE REPRINTABLE

When creating a NEW Customer - My client would like to be able to duplicate the Finance and Purchasing information on some customers where the same person does both jobs. This is true in smaller companies and it would be nice not to have to duplic...

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...

As a purchasing agent for our company... When processing a larger complicated sales order requiring multiple supply vendors (or for t.b.d. and quoted custom work) it is sometimes desirable to delay creating ALL purchase orders ALL at one time... p...

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.

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 ...

I have clients having to break out the amount on two line entries to get the entry the journal entry done.

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.

I would love to be able to set non inventory charges using misc codes per customer. In customer maint I can also set pricing with item codes. it will not work with misc codes.

We would like an automatic prompt when invoicing a customer to remind our sales staff to put in the sales rep name. They forget to go to the header screen if they don't need to add a PO. If it could be on the main customer screen, or prompt them b...