All ideas

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...

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...

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...

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...

Currently in the OE module, you can run an Open Sales Order Report, Closed, On Hold, and All. However, when the "ALL" report is selected it doesn't pull a grand total amount at the bottom like the others. It would save time reporting sales numbers...

for non inventory items, we would like the transaction detail report to total the quantity. We have separate labor codes for different jobs and different employees, and would like to track this information in details and easily find the totals for...

Add an option to display customer notes anytime their account is accessed in OE quotes, sales orders, & invoices. We see these now when customers are on hold or over their credit limit. I would love to see an additional box at that time of ord...

When you void an invoice you can enter a short note, but once you post it, the comment is not visible anywhere unless you print it. It would be helpful to see that comment in invoice inquiry.

It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...

Instead of researching what customer ID to use, it would be helpful to be able to just enter our quote # or sales order#.