All ideas

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.

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...

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.

To be able to see all the items in under a specific product line that specific customers have purchased. Under the Order Entry Module. OE>Reports>Part Sales By Customer . This report currently you can search by Customer ID, Part ID, and Invo...

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

Hello, one of the features that I miss is when I’m viewing yearend and Quartey P & L reports, and other reports is to highlight each line item in preview. This was always a plus when viewing comparable years. If you can add this feature back t...

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.

In AR, Transactions, Bank Deposit, when printing the Bank Deposit Report it does not display the deposit date, only the date from the item that was posted. If you go to CM, Reports, Deposit report and print the report from there, then it displays ...

Reprint invoices with customer signature as proof of pickup.