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Copy function should copy ALL fields

When copying a quote, sa;es order or invoice, they copy funciton should should replicate what you are copying from EXACTLY. The copy feature currenty does not copy everything and it is annoying to have to re-type almost field such as ship-to info ...
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Allow copy & paste in Invoice Inquiry Module

When tracking a package for a customer, we use the Invoice Inquiry Module and click on "Addresses". The "Ship Via" section includes our tracking number that we enter at the time of invoicing. It would be super efficient if we could copy from this ...
Jessica Smith 7 months ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing - it would be nice to have a feature listed in summary close to freight to add fees that aren't taxed.

We use Square for credit card payments and it's fairly new to us. Square charges a fee to do this and we charge the customer. As of now, I have to put it in the body of the invoice and not tax it. There may be a way to do this and I just don't kno...
Guest 7 months ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing, being able to save an invoice I am working on and come back to finish it.

It would be helpful because there have been times I have forgotten to close out a month and have completed a big invoice only to have to close out of it and start all the way over because I haven't closed out yet or sometimes for other reasons.
Guest 7 months ago in All other suggestions 0 We're Taking A Look At This

Add ACH/Wire as Cash Receipt Option

ACH/Wire should be added as an option with "cash", "Check" and "Credit Card" in post receipts.
Guest 7 months ago in All other suggestions 1 Great Idea Currently In The Works

Add option to include Cancelled State to the Order Entry Sales Order Report

In OE, Reports, Sales Order Report , the status to include does not include the Cancelled Status Customers would like to see the Cancelled status added to the Sales Order Report. During the pandemic, customers are cancelling orders. They later wan...
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This

Add a Report for listing customer sales by State

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...
Coleen Graber 7 months ago in All other suggestions 1 We're Taking A Look At This

Add the ability to update Recurring Invoice through an import

Customers use Recurring Invoices for regular monthly billing for things like a service they offer or property management uses for rent invoices. It is common for the rates to change. There is currently no easy way to change the amounts without goi...
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This

Add more sort options when in Void Receipts

Add the ability to sort payments in AR, Transactions, Void Receipts - minimum to sort by date. When voiding customer payments, add the ability to sort the checks based on all the column headers that list for the payment - Receipt (Check#), Date, R...
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This

add message when saving Standard time cards

While in the PR, Processing, Standard Time card entry screen , add a message when using the Standard Time Card entry, when you hit Save. When you hit the Save add: “This is a Standard Time card entry. By saving this template, this information will...
Coleen Graber 7 months ago in Payroll suggestions 0 We're Taking A Look At This