Allow billable time & costs to be sorted by fields (ie. Service Item) when invoicing
Employees work on various stages of the same project at the same time, but we often only bill one stage at a time. Currently, to select all the entries pertaining to the relevant service item, you have to scroll through each entry in date order, m...
When preparing an invoice, the amount of characters you are able to type into the 'SUBURB' box is limited to 13. I would like this extended if possible so my longer suburbs are not cut off as they don't fit in the box!
POs Purchase Orders linked to the customer/ job not the contractor/ supplier
When an estimate is completed this then gets transferred to a PO for the relevant supplier, from the Customer/JOB. This PO should be also linked to the custmer/ job, where it comes from, so when you are looking at that Customer list/ Job - All Tan...
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.
Can you please add an extra column in position 1 for "Line Item" (i.e. "PO Line") in order to auto numbering each line on invoices, PO, Quotes, Delivery Notes , etc all templates. This will enable our customers item selection by line item when mul...
Ability to print and/or export reports containing bank account details
Every year we face a problem with our auditors requiring supplier masterfiles that contain all supplier bank account details (which can be worked around by exporting the IIF file) but there's no way of giving them reports on changes to account det...
to be able to pay creditor with order but not register stock as being received
customers can pay with order but suppliers cannot . I pay most of my suppliers with order as i do not like to run supplier accounts . would also be good for one off orders from suppliers that may not be used again .
It would be useful to add a company logo to a report which is generated within the software for the purposes of an external stakeholder. For example a bank of leasing company requesting a YTD P&L.