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
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 year ago
in All other suggestions
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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 ...
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.
I see the most benefit for this in the "On Order Report" function. We have inventory coming and leaving every day, all day long. 1000's of part #'s. It would be awesome to live refresh a report as I'm looking at it. Like hitting F5 in a web browse...
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.
Habitually, I tab when creating a sales order, invoice, in payroll, pretty much everything. Except AR Credit Memos. Enter the reference line, tab and it takes you directly to the invoice number, reverse tab takes you back to the reference line.