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

Part Inquiry when going to a specific warehouse the Bin/Location is not correct.

The reason why the customer needs this is because when the employees are in the warehouse when packing they are looking for what Bin/Location in the warehouse under Part Inquiry to check. They don't have access to Maintain Parts only Parts Inquiry...
Tammy Richard about 2 months ago in All other suggestions 0 We're Taking A Look At This

Credit Hold remove?

I wish that when payment is being posted for a customer on credit hold, that a notice comes up asking if we want to take that customer off of hold. The two events, credit hold and payment are disjointed.
Guest 4 months ago in All other 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 8 months ago in All other suggestions 0 We're Taking A Look At This

Display void date and amount for Vendor checks

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...
Coleen Graber 4 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 10 months ago in Payroll suggestions 2 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 8 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 10 months ago in All other suggestions 1 One For The Future