Items are a finer level than accounts and there should be a report to be able to track some items.
Eg We want to compare salary paid to certain employees with the amount charged to clients for the work items used by those eimployess.
In Schedule Memorized Transaction add 'x' number of Years to the "How Often" field.
An increasing number of our internet based licenses can be renewed for a multiple number of years. The most common is 2 years. After such a long time it's very important to be reminded about invoicing these services.
It would be extremely useful for leave reporting if leave payroll items can be sub-categorised. For example Carers Leave, Sick Leave with Cert, and Sick Leave no Cert, all come off the PL accrued balance.
Search for an invoice by searching the individual line items
When you invoice customers for multiple products in one invoice, it's impossible to put all serial numbers into the invoice descriptions. So when a customer needs warranty information, it's almost impossible to find the invoice containing that pro...
I am using another programme where I have stored my extensive customer and supplier lists. I can export those lists from my existing package but there is no function to import them in Books+
I would like to be able to print an account enquiry summary report showing only the starting balance, closing balance and movement for a period selected for each of the accounts. Sometimes all I need is the balance of the account rather than the c...
I run a service business and have set up an Item for each customer. It would be helpful to allocate that Item to the Customer so, when I create an invoice for that customer, the Item is automatically imported into the invoice. This would be a very...
To speed up entry I want to be able to cope the previous weeks projects but enter new time allocations. Saves the tedious job of re-selecting the same projects again and again every week. You can do this in Harvest.