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Send Aging Report to all customers separately in one swoop

Is it possible to establish a way to send all aging reports to our customers in one fail swoop.
Marlen Rivera 9 months ago in All other suggestions 0 We're Taking A Look At This

Create a check register that sorts and totals by Vendor

This would allow the user to verify their 1099 totals. This report would be useful for preparing 1099s for the current year, as well as if need to get 1099 information for a prior year. It should include all the options in the AP, Reports, Check R...
Coleen Graber about 2 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to print prior year 1099

Add the ability to print prior year 1099. Currently, once you close Accounts Payable for December, the system does not allow you to print the 1099s for the past year.
Coleen Graber about 2 months ago in All other suggestions 0 We're Taking A Look At This

add ability to import checks

add ability to import checks for instant checks or AP checks to close invoices
Coleen Graber about 2 months ago in All other suggestions 0 We're Taking A Look At This

Make new 1099 First Middle and Last Name Fields import accessible

I have 500 1099's that I now have to enter into these fields. I have all the names in a spreadsheet, I should be able to import them into the First, Middle and Last name fields in the new 1099 window, rather than typing them all in. Or change the ...
Guest 3 months ago in All other suggestions 0 We're Taking A Look At This

Increase character field in AR

OE -> Void Invoices Please increase the character field length in Void Invoices "Reference #" field, as we run 6-digit invoices and prefer to add a single "9" digit as a prefix to the invoice # when voiding for a clean paper trail.
Guest 6 months ago in All other suggestions 0 We're Taking A Look At This

add sales report that compares monthly sales over the years

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

Change the name of the PDF files to be more descriptive

It would help is if the PDF that is created when emailing had a more descriptive name. Currently it is a temp file name like pdf18db. It would be great if it had the type of item generated and the number like inv12345.pdf.
Kim Crabtree 5 months ago in All other suggestions 0 We're Taking A Look At This

Allow task codes to be assigned to Other Pays

Allow task codes to be assigned to Other Pays
Coleen Graber about 2 months ago in Payroll suggestions 0 We're Taking A Look At This

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