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Add more sales tax fields on the invoice

With the changes to state tax structures and the current Avalara integration, customers would like to have the ability to track more than 3 sales tax jurisdictions on an invoice
Kim Crabtree over 1 year ago in All other suggestions 1 We're Taking A Look At This

Add a Sales Report by customer that you can sort by top customer sales

Currently there is no report to see who the top customers are and who the low customers are
Coleen Graber 27 days ago in All other suggestions 0 We're Taking A Look At This

ability to print or export a list of current forms

We can print a list of Reports that are available by module. We cannot print a list of forms that are available by module. It would be super helpful to be able to do this so we could weed out forms no longer used as more are added.
Guest 2 months ago in All other suggestions 0 We're Taking A Look At This

Change the name of the PDF files to be more descriptive

It would help is if the PDF that is created when emailing had a more descriptive name. Currently it is a temp file name like pdf18db. It would be great if it had the type of item generated and the number like inv12345.pdf.
Kim Crabtree 4 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 8 months ago in All other suggestions 0 We're Taking A Look At This

MAKE ALL INOVOICES REPRINTABLE

ALL INVOICES NEED TO BE REPRINTABLE
Guest 11 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 about 1 year ago in All other suggestions 0 We're Taking A Look At This

Better Contrast

The "Minimize", "Resize" & "Exit" button/icons at top right of screen need to be darker as they are practically invisible in the 2023 edition of Sage Business Works
Vickie Herrington over 1 year ago in All other suggestions 0 We're Taking A Look At This

Increase Kit Description allowed characters

The Sage BusinessWorks 2018 File Format pdf document lists that the size for the Description field in the OEKit module should be 31 characters, but the GUI limits it to 24. Querying the OEKit table schema it also shows the length of the column to ...
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Inquiry Functions - Drag & Drop to Desktop

We use invoice inquiry all day long. It would be super awesome if we could drag and drop from the list of invoices, right onto the desktop. Our business works is through a terminal session. We often need these documents on our local PC. If it woul...
Jessica Smith over 1 year ago in All other suggestions 0 We're Taking A Look At This