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.
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 p...
Differentiate between bill payments and direct payments on transaction reports, reports to show totals
The reporting system only shows a catchall 'payment' or 'bill' in the type column of a report. As there are no balances or totals offered I have to export to excel then drill down into each transaction to see if it is a bill payment or a payment m...
We use Invoices to create a customers order sheet... when dealing with multiple customers in one day, we would like to be able to run a report that give us the total quantities for all common items for customers on that particular day by using eit...
Ability to add <tags> to the Pay Item Notes so they appear in the invoice description
As an admin I would like to customize the way the description is shown in an invoice. It would be ideal to allow admins to select from a list of predefined tags such as <date> <employee name> to start with. The pain point is that I hav...
When a business needs to report both GST and PAYG withholding the BAS reports should be able to incorporate both so that a user friendly report can be provided to clients for authorisation,
ADD SALES/BILL INVOICE REFERENCE CODE COLUMN TO ALL REPORTS
It is frustrating to insert a reference code to a sales/bill invoice but cannot access that reference on any accounts receivable/accounts payable/accounts enquiry and most other Balance sheet reports. This is a valuable tool to explain what the in...
when exporting a report to excel, we may export to a new sheet in the spreadsheet to create the one spreadsheet with multiple sheets. the option to name the sheet prior to export makes it easier to deal with on download. this feature was in on pre...