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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 about 2 months ago in All other suggestions 0 We're Taking A Look At This

Please show the Purchase Order Date in Purchase Order Inquiry.

I cannot tell when a Purchase order was created. It only shows Last Receipt and Closed Date. Date created is very important. Not sure why this cannot be viewed?
TRACY LYONS 2 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 2 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 5 months ago in All other suggestions 1 We're Taking A Look At This

MAKE ALL INOVOICES REPRINTABLE

ALL INVOICES NEED TO BE REPRINTABLE
Guest 6 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 9 months ago in All other suggestions 0 We're Taking A Look At This

HIghlighting line items for P & L reports. this use to be a feature but with upgrades it's no longer a feature. it was so helpful with yearend and qrtly reviews.

Hello, one of the features that I miss is when I’m viewing yearend and Quartey P & L reports, and other reports is to highlight each line item in preview. This was always a plus when viewing comparable years. If you can add this feature back t...
Melvin Davis 9 months ago in All other suggestions 0 We're Taking A Look At This

Printable updated invoice with applied payment(s) and/or finance charges.

We are currently having to save invoices as a pdf to show this detail.
Krys Bevan 10 months ago in All other suggestions 0 We're Taking A Look At This

Allow Admins to Set Password Expiration Limits

Let admins set an password expiration limit, so that user's are forced to change their passwords after X days (e.g. 90 days). Or at least have a report to that admins can see how long it's been since a user last changed their password, so they can...
Guest 11 months ago in All other suggestions 0 We're Taking A Look At This

Change the payment method in AR to Payment, ACH NOT Payment, Cash

No one pays with cash any more so changing this method to ACH is a clearer explanation that shows up on the monthly statements.
Guest 12 months ago in All other suggestions 0 We're Taking A Look At This