All ideas

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.

With the latest upgrade pressing the "Insert" key no longer allows for overtyping, I used that feature a lot and respectfully request it be re-activated OR perhaps there is a different key that now toggles to overtype. Assistance greatly appreciated.

It would be helpful to have the vendor name added to the "Parts on Order Report". We have thousands of parts and having the vendor name readily available would reduce the amount of back and forth required to gather that information and make invent...

It has been brought to my attention from our sales staff that instead of just having the unit cost greyed out when you have quantities on hand, it would be helpful if you could use a Microsoft trick and hover your mouse over the Quantities Tab and...

If this feature was added on the report, everyone would spend less time trying to figure out the customer's name. Instead, it would automatically show up on the report.

A/R, Bank Deposits - allow for the user to make a selection that will only show the entries that have NOT been selected as part of another bank deposit. There is almost never a time that the user would need to select an entry for a different bank ...

When creating sales orders with 150+ items, and shipping partials of 1-10 items, it is inefficient to click every line of the order that does not ship and change the ship quantity to zero. It would be easier to have an election to ship all or part...

When customer receives this message, Error: "CANNOT VOID INVOICE. You can void only invoices that have not had any adjustment activity." include in message link to existing Knowledge Base article on how to resolve Error: "CANNOT VOID INVOICE. You ...

In Payroll Register Report, it would be very handy if one the Fringe ID Condition were available so that one could get employee date range totals for specific fringes. I understand that there's an Employee Fringe Totals report, however, there's no...