When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
Allow quick access to a project from invoice list or invoice details
Hi there.
I'd like to be able to quickly access a project (with an hyperlink) from the invoices overview or, failing that, from an invoice's detail by making the "Project" item an hyperlink to the actual project.
Right now this operation require...
Explain your rewards system in more detail. The current rewards program i am running is based on $1 = 1 point with a collection at 300 points/ $300 spend for a gift. Not sure if your system allows this but as i can't find a way to make it work i c...
Payrun report showing leave accrued and leave balances
With many part time employees we must check their leave balances and ensure the correct amount of leave is accruing each pay run.
It would be useful if there was a report showing leave accrued and leave balance for each employee per pay run. The ...