Terms & conditions / auto standard attachments / electronic signing
Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed
I use Reckon Accounts Enterprise. currently I have to manually send the payslips via email & if I am not in the office on the day we process pays, I usually have an influx of emails & phone calls from staff asking where their payslips are,...
You have to be in single user mode to be able to adjust stock on hand. Can I suggest that SOH can be adjusted directly in the "Edit item" section rather then having to wait for employees to log and out and having to scroll through your whole item ...
Inventory Reporting - include all Sub Items by Parent Item
I often create reports on items which include all the sub items of a parent item. To do this I have to select each item individually using "Multiple Items". If I add an item to this parent group I have to edit every report indivudually to include ...
Currently when we do customer credit notes we have to add the items/materials in manually - can you make it so that we can import the supplier credit notes in the same way as we import time/cost into customer invoicing?
A CRM system that allows you to add information to existing accounts by way of a customer call report by a sales representative to a customer. It must include the ability to add another customers details who may not have an account. This must also...