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Sales Rep prompt when invoicing

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

HIghlighting line items for P & L reports. this use to be a feature but with upgrades it's no longer a feature. it was so helpful with yearend and qrtly reviews.

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

Customer set pricing for miscellaneous item codes

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.
Guest 7 months 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 about 1 year ago in All other suggestions 0 We're Taking A Look At This

Add the deposit date to the Bank Deposit Report generated from AR, Transactions, Bank Deposit

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 ...
Coleen Graber 8 months ago in All other 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 almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Inquiry Functions - Drag & Drop to Desktop

We use invoice inquiry all day long. It would be super awesome if we could drag and drop from the list of invoices, right onto the desktop. Our business works is through a terminal session. We often need these documents on our local PC. If it woul...
Jessica Smith almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Lockout individual parts from being sold

We need a way for BW to acknowledge a minimum required on hand quantity level and backorder at that level (not zero). We have stocking levels set on all inventory parts. One item we sell all day long, is fuel filters. Our suppliers are having raw ...
Jessica Smith about 2 years ago in All other suggestions 0 We're Taking A Look At This

Make serial numbers searchable without having to know the item#

I have 35,000 different line items that are serialized. It would be helpful to have a serial number search so I can figure out what the item is and display the invoice details of the end user it was invoiced to. I cannot waste time running useless...
TRACY LYONS about 2 years ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing, being able to save an invoice I am working on and come back to finish it.

It would be helpful because there have been times I have forgotten to close out a month and have completed a big invoice only to have to close out of it and start all the way over because I haven't closed out yet or sometimes for other reasons.
Guest about 2 years ago in All other suggestions 0 We're Taking A Look At This