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Add an option to create a read only user

Often users want to provide a cpa or user ready only access to the program. There is no easy way to do this
Kim Crabtree about 2 years ago in All other suggestions 0 We're Taking A Look At This

Make new 1099 First Middle and Last Name Fields import accessible

I have 500 1099's that I now have to enter into these fields. I have all the names in a spreadsheet, I should be able to import them into the First, Middle and Last name fields in the new 1099 window, rather than typing them all in. Or change the ...
Guest 11 months ago in All other suggestions 0 We're Taking A Look At This

Modify a credit card charge that's pending

Our company policy is we only charge for what we are shipping. We run into situations where we process a credit card for $xxxx.xx and after the ticket is pulled for shipping, the warehouse alerts us that we are missing something that we shouldn't ...
Jessica Smith over 2 years ago in All other suggestions 0 We're Taking A Look At This

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 2 years 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 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 over 2 years ago in All other suggestions 1 One For The Future

Payroll Voids

When doing a payroll check void automatedly retore timecards so the checks can be reprinted. Have as default and choose not to restore cards as option. almost everyone when voiding checks wants to repinrt them
Guest almost 2 years ago in Payroll suggestions 0 We're Taking A Look At This

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 over 2 years ago in All other suggestions 4 Great Minds Think Alike - This Exists Today

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 6 months ago in All other suggestions 0 We're Taking A Look At This

pension data exchange - used per client, not per licence

I have recently watched the webinar on pension data exchange, and although i new about it already this now made me want to look into this and see if it could work with our clients. I was very disappointed to be told that if you switch to this, it ...
Katie Westaway 6 months ago in Payroll suggestions 0 We're Taking A Look At This