Transfer the Sales Order number across to a purchase order
When we generate a purchase order from a sales order we need the sales order number to be replecated onto the purchase order so they are the same number. Then we do not have to manually retype this number across......
Click back to customer in customer centre from a estimate or sales order in a report.
It would be helpful if we can link from a report back to the customers card in customer centre. ie from an Open Sales Order, or from an Active Estimate report. From any report actually.
Track the number of days worked for Annual QLeave Report
As an employer of casual employees in the Queensland Construction Industries I am required to report annually the amount of days or part days my employees work. This can't be calculated using the hours worked, eg 16 hours for a week could be 2 day...
Add a date paid to the paid stamp status on invoices. Sometimes I can't easily find the date a particular invoice was paid. I have created a report for this, but sometimes it would be easier if this was at the source itself.
Delete multiple accounts in list of chart of accounts
When setting up a new company the list of chart of accounts is extensive, many remain inadvertently ticked. Once company is set up the process to remove each unwanted chart of accounts in the list is laborious & time consuming as can only sele...
I have used Reckon (Quicken) Personal for a number of years and I am finding that as I age and my eyesight is not as good as it used to be, particularly looking at a screen of numbers & lines etc., that it is difficult to use Reckon Personal P...
Change A/R Summary Report to show months instead of days
We get paid on a monthly basis and it would be REALLY useful to show the amounts for each customer in months rather than days.
Currently the report show the amounts for 1-30, 31-60 & 61 to 90 days.
This is OK but I don't know the amounts I'm...