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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

Add a report showing Vendor totals

I would like to be see how much is spent with each vendor, by month and year.
Amy Krahn 9 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 10 months ago in All other suggestions 0 We're Taking A Look At This

BusinessWorks Customer Notes

In the customer notes section, we copy and paste a lot of stuff into there and each time we do we have to separate each entry with "************************************" so we can differentiate each entry from the other. The right column has optio...
Guest 4 months ago in All other suggestions 0 We're Taking A Look At This

Partial Retainage Release in Job Cost

I would like to be able to record a partial release of retainage in BusinessWorks. On large projects, retainage is released as the job progresses. Adding the partial release would elimate work arounds and additional spreadsheets.
Guest 2 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 over 1 year 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 5 months ago in All other suggestions 0 We're Taking A Look At This

Payment Inquiry does not display detail when a vendor payment is applied to open credit

When drilling down on a Vendor payment in Vendor Inquiry, the system does not clearly display that the distribution to open credit. For an Invoice, the invoice # shows, for open credit it is blank
Coleen Graber 10 months ago in All other suggestions 0 We're Taking A Look At This

In OE and AR, link zip codes with applicable taxes.

It would be beneficial to link State zip codes with tax codes. Colorado provides an online tool that helps determine the correct tax percentage for deliveries based on zip code. https://colorado.ttr.services/ We deliver product and need to tax by ...
Guest 6 months ago in All other suggestions 0 We're Taking A Look At This

Increase number of sales taxes available for A/R and O/E invoices

Increase the number of available sales taxes to a minimum of five to provide greater functionality for invoicing options and sales tax reporting.
Coleen Graber about 1 year ago in All other suggestions 2 We're Taking A Look At This