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Don't allow duplicate numbers in credits, debits and invoices. Keep # series consistent throughout all modules.

When switching back and forth between credits in AR and invoices in OE it would be nice if the numbering would stay consistent. It seems that the 2 modules do not communicate when it comes to tracking the numbers, which leads to wasted time in loo...
Electric Service 7 months ago in All other suggestions 0 One For The Future

Reprint prior bank reconciliations

It would be nice to be able to reprint prior bank reconciliations with the information that was selected at the time the original reconciliation was done for record-keeping purposes.
Kim Crabtree 7 months ago in All other suggestions 0 One For The Future

Create an Audit Log for entries

It would be helpful to have an audit feature added to the software. Other software I've used has an audit log that can be run by user / by module. It allows visibility to who posted an entry and when (date / time stamp). Helpful in researching / t...
Guest 5 months ago in All other suggestions 0 One For The Future

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 7 months ago in All other suggestions 1 We're Taking A Look At This

Add option to prevent posing duplicate quote, sales order or invoice numbers

Add the ability to grey out the NEXT button when creating new Quote, Sales Order, or Invoice #s. Create a setting in AR parameters “Allow NEXT for Quote, Sales Order, or Invoice #s”. If not checked, NEXT will be greyed out when posting Quote, Sale...
Kim Crabtree 7 months ago in All other suggestions 0 One For The Future

Add ability to change size of box in various modules.

There are many different size boxes that open up for tasks in each module. Often times the boxes are quite small. For each user to be able to resize the boxes would be beneficial. One example is in AP manual invoice selection. If the box were larg...
Electric Service 5 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 6 months ago in All other suggestions 0 We're Taking A Look At This

Improve Search Methods for Quotes & Orders

We should be able maintain or make an inquiry or without having to enter the customer ID. What if I know the quote# or order# but not the customer ID? example: City Of Example calls and references Quote # 123456. But that city has 1 account for ea...
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Emailing payroll stubs all at one time instead of having to do one at a time.

Emailing payroll stubs all at one time instead of having to do one at a time.
Tammy Richard 7 months ago in Payroll suggestions 0 We're Taking A Look At This

Make changes to invoice after converting to sales order

This would allow changes to be made on the fly. Eight now we have to modify the sakes order if we need to add lines, etc then convert to invooce. this wastes time
TRACY LYONS 7 months ago in All other suggestions 0 We're Taking A Look At This