All ideas

Currently, when a check is voided, the system shows “Voided” in the amount field on reports and does not display the void date. When drilling down on transactions in Vendor Inquiry on the check, the void date does not appear. The original check da...

Currently maintain deductions only allows one limit to be set for 401K deductions. This applies to all employees who use that deduction and does not offer an override feature for those employees who are eligible to make catch-up contributions due ...

When printing the A/R Aging as of a certain date, it does not include any finance charges. You have to print current only to show finance charges. Can this be fixed?

We have gone to a scan system using product bar codes. When printing the Transaction Register for Receipts to verify invoices have been entered correctly, the product ID is now the UPC. We would like to see the description 1 field added to this re...

Many of our orders are several pages long because we itemize all parts needed for installation. We try our best to list all pieces in the order they would be installed. Instead of having to delete and insert, it would be awesome if we could click ...

Is it possible to add a Budget Import File function so you don't have to go into each account manually and tab through each month. Maybe just have it basic as Account #, Month End, Amount.Ex. 12345.000, 01/31/2024, 10000.00

When tracking a package for a customer, we use the Invoice Inquiry Module and click on "Addresses". The "Ship Via" section includes our tracking number that we enter at the time of invoicing. It would be super efficient if we could copy from this ...

In OE, Reports, Sales Order Report , the status to include does not include the Cancelled Status Customers would like to see the Cancelled status added to the Sales Order Report. During the pandemic, customers are cancelling orders. They later wan...

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...

It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...