All ideas

When creating a NEW Customer - My client would like to be able to duplicate the Finance and Purchasing information on some customers where the same person does both jobs. This is true in smaller companies and it would be nice not to have to duplic...

I would like to be see how much is spent with each vendor, by month and year.

When voiding a payment from a customer, it would be nice to be able to document on the transaction why it was being voided. Such as NSF, Duplicate, Wrong Bank Account, etc. Then when you run an AR Detail Report anyone reading it can tell why it wa...

Customers like to see all the amounts by month side by side for easy comparison

Many of our payments are deposited directly to our bank account. I have been using the “cash” option, but it would be better if I had an option that would allow me to void the receipt if I make a mistake on the date or amount.

Add a Sales Report for monthly sales by customers, for multiple years to run comparison reports from one year to another. And to be able to export the report.

Users would like to schedule a time when all users are out of the system to make a backup without user input.

Change the standard text of Subject of email when emailing invoices, purchase orders, payroll direct deposits and vouchers This would be very helpful if when emailing invoices the message SUBJECT could say “Bikeworks Invoice 123456” instead of "OE...

I cannot tell when a Purchase order was created. It only shows Last Receipt and Closed Date. Date created is very important. Not sure why this cannot be viewed?

Is it possible to establish a way to send all aging reports to our customers in one fail swoop.