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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 over 1 year ago in All other suggestions 0 We're Taking A Look At This

enable an electronic signature pad to work through order entry invoices.

Reprint invoices with customer signature as proof of pickup.
gary Little 10 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 over 1 year 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 over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add more sales tax fields on the invoice

With the changes to state tax structures and the current Avalara integration, customers would like to have the ability to track more than 3 sales tax jurisdictions on an invoice
Kim Crabtree over 1 year ago in All other suggestions 1 We're Taking A Look At This

Certified Payroll

Process certified payroll
Guest 6 months ago in Payroll suggestions 0 We're Taking A Look At This

Open Credit pop ups when entering Sales Order.

Currently the only time an open credit reminder pops up is after the sales order is converted to invoice and only if you click on the summary tab. Getting my employees to click on the "Customer?" to look for open credits seems to be impossible for...
Krys Bevan 6 months ago in All other suggestions 0 We're Taking A Look At This

1099 worksheet should include information regarding the fields First name, Middle , Last, Suffix that were added if SSN/ITIN is selected

New fields for First name, Middle, Last, Suffix were added in Maintain Vendors. These are used specifically for when Vendor indicates they are using SSN/ITIN. This is import information to include in the 1099 worksheet
Coleen Graber 6 months ago in Payroll suggestions 0 We're Taking A Look At This

Better Contrast

The "Minimize", "Resize" & "Exit" button/icons at top right of screen need to be darker as they are practically invisible in the 2023 edition of Sage Business Works
Vickie Herrington over 1 year 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 over 1 year ago in All other suggestions 0 We're Taking A Look At This