All ideas

When copying a quote, sa;es order or invoice, they copy funciton should should replicate what you are copying from EXACTLY. The copy feature currenty does not copy everything and it is annoying to have to re-type almost field such as ship-to info ...

Would be very helpful when you see the quanitities On-Order you can click on it to see what PO's they are on order with. Also Quantity Comitted.. to be able to click on it and see what sales orders they are commited to. Other wise you have to run ...

Out of the box integration with UPS Worldship and Fedex Ship Manager , 3 Address Lines and attention to: lines , full pass thru of Tracking #, freight $ for invoicing & customer service reps

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 grey out the NEXT button when creating new Quote, Sales Order, or Invoice #s. Create a setting in AR parameters “Allow NEXT for Quote, Sales Order, or Invoice #s”. If not checked, NEXT will be greyed out when posting Quote, Sale...

Increase the number of available sales taxes to a minimum of five to provide greater functionality for invoicing options and sales tax reporting.

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.

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 ...

I would like to be able to record a partial release of retainage in BusinessWorks. On large projects, retainage is released as the job progresses. Adding the partial release would elimate work arounds and additional spreadsheets.

We are currently having to save invoices as a pdf to show this detail.