We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in m...
The Customization window for invoices, sales orders, purchase orders (the templates) is so difficult to use and the zoom in/out function is never an accurate account of what the invoice would look like. This has not improved since 1992 when the fi...
In text boxes on design forms, I would like to be able to specify font attributes differently for each line rather than the whole box. That way I can have the company name in bold the abn very small and email in underscore blue without needing to ...
I run a Thursday to Wednesday pay week primarily so casual employees get their pays on or before Friday of the current work week. The input sheet (enter hours worked) does not align with the nominated pay schedule. For example the input sheet goes...
We have clients that would like to pay for our product on a payment plan. We want to send them and invoice for the product with due amounts set for installments. So when creating the 1st install amount and due date will show on invoice and then af...
A report containing list of jobs and their status (estimating, quoting in process, invoiced, dispatched, waiting payment, completed, etc.). And a filter to see jobs by month, week, year or their status.
A reference number that ties all the documents together - Sales order, PO, Est, and Inv
A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...