When you have a large number of products that you want to import - the ability to also import the unit of measure would be extremely helpful. Otherwise you have to manually add them all in. If you have a 1000 items that is a lot of wasted time.
We live in a digital world and if we need to send a customer a letter from a template created, it would be easier to email rather than print and post, which is also a large cost.
I've been looking and hoping for years for a solution that would make it possible for our customers to login to a webpage and check their balances, invoices and payments they've made. (using Reckon Accounts Enterprise)
Unfortunately still haven't...
IT WOULD BE A VERY USEFUL REPORT TO SEE THE ESTIMATES NOT CONFIRMED AS SALES, WHAT ARE WE MISSING, AND THEN BE ABLE TO COMPARE ITEMS ON SALES WON OR LOST WITH REGARD TO BENCHMARKING
Would be great to edit bulk transactions at once- such as change a subcontractors GST code or re-code all these amounts to a new code without losing the individual amounts.
We still have many customers who prefer printed invoices. We do these in batches It would be great to be able to sort the Select Invoices screen by customer, just as you can when emailing batches of invoices
It would be very helpful to have the tax amount column populate when running A/R and A/P detail reports to show the GST component. This is crucial information for doing GST reconciliations. Without this report it is necessary to open each invoice ...