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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 10 months ago in All other suggestions 0 One For The Future

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 about 1 year ago in Payroll suggestions 3 We're Taking A Look At This

Add the ability to determine which user has an exclusive lock on a customer

On many occasions, an employee will go step away from their desk or go on break while working on an A/R function, which placed an exclusive lock on a customer. If another employee attempts to do anything with the same customer, they’re unable to. ...
Alfredo Torres about 1 year ago in All other suggestions 0 One For The Future

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 about 1 year ago in All other suggestions 0 One For The Future

Add 1099-DIV filing ability

You only offer 1099-MISC and 1099-NEC. We are required to file 1099-DIV's as well, and we are now legally required to Electronically file them. It would be good to be able to do all that in one place.
Guest 7 months ago in All other suggestions 2 Great Idea Currently In The Works

Make closed purchase orders viewable without having to print them.

After a purchase order is received, the accounts payable person needs to compare the invoice to the purchase order amount. However, if it is closed due to being fully received, the only way to view the actual PO is by printing it.
Dale Schriver 8 months ago in All other suggestions 0 We're Taking A Look At This

Add an option to create a read only user

Often users want to provide a cpa or user ready only access to the program. There is no easy way to do this
Kim Crabtree 10 months ago in All other suggestions 0 We're Taking A Look At This

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...
TRACY LYONS about 1 year ago in All other suggestions 1 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 about 1 year ago in All other suggestions 4 Great Minds Think Alike - This Exists Today

Add the ability to sort line items in an invoice, either alphabetically by description or numerically by part number.

I enter large quantities of line items in an invoice and often have to refer back to previous line items entered during invoicing. If I could sort the items alphabetically by description or at the least sort by part number, it would be much easier...
Electric Service about 1 year ago in All other suggestions 0 We're Taking A Look At This