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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 7 months ago in All other suggestions 0 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 7 months ago in All other suggestions 0 We're Taking A Look At This

Out of the box support for UPS Worldship and Fedex Ship Manager

Out of the box integration with UPS Worldship and Fedex Ship Manager , 3 Address Lines and attention to: lines , full pass thru of Tracking #, freight $ for invoicing & customer service reps
Vince Settipane 7 months ago in All other suggestions 0 We're Taking A Look At This

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 7 months ago in All other suggestions 0 We're Taking A Look At This

Highlight lines in GL reports

In the older version of BussinessWorks if you were viewing the income statement or other reports you could click on a line item and the line would highlight across. Making it easier to focus and keep track of where you are and where you where look...
Kim Crabtree 7 months ago in All other suggestions 0 We're Taking A Look At This

Maximize Post to Journals window

We use BusinessWorks for a significant amount of entries and the small window and size 6 font is difficult on our eyes and looks minuscule on our large monitors. Your product does not appear proportional to all other software products we have open...
Kim Crabtree 7 months ago in All other suggestions 0 We're Taking A Look At This

Multiple Finance e-mail fields for Invoices & Statements

We have many requests from customers to send their invoices and statements to different email addresses. Currently, this is not possible. It is a manual process, or the customer receives everything to both emails. Could there be 2 finance email fi...
Jessica Smith about 1 month ago in All other suggestions 0 We're Taking A Look At This

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 2 months ago in All other suggestions 2 We're Taking A Look At This

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 3 months ago in All other suggestions 0 We're Taking A Look At This

change font size to larger print

A larger or adjustable font size would help reduce eye strain and make it easier to read the prompts on screen.
Guest 5 months ago in All other suggestions 0 We're Taking A Look At This