Don't allow duplicate numbers in credits, debits and invoices. Keep # series consistent throughout all modules.
When switching back and forth between credits in AR and invoices in OE it would be nice if the numbering would stay consistent. It seems that the 2 modules do not communicate when it comes to tracking the numbers, which leads to wasted time in loo...
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...
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...
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
about 1 year ago
in All other suggestions
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We're Taking A Look At This
Our company policy is we only charge for what we are shipping. We run into situations where we process a credit card for $xxxx.xx and after the ticket is pulled for shipping, the warehouse alerts us that we are missing something that we shouldn't ...
Jessica Smith
about 1 year ago
in All other suggestions
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We're Taking A Look At This
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.
Make changes to invoice after converting to sales order
This would allow changes to be made on the fly. Eight now we have to modify the sakes order if we need to add lines, etc then convert to invooce. this wastes time
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...