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Introduce 'Quotes' area within Invoices Module
The difference between providing an estimate and providing a quote from a businesses point of view is that an estimate is not legally binding whilst a quote is.
Although there is the ability to re-title the estimate forms to be called 'quotes' th...
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Customer linked call report system (CRM)
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...
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Email preference issue for an Invoice created from an Estimate
All of our customers have their preference to receive invoices via email. My issue is that when creating invoices that are created from an estimate, even though when typing the invoice the box is ticked "to be emailed", after saving the invoice is...
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Employee Details Screen - change Period to Date Created
Currently the Employees Details Screen make a reference to a period and from and to dates are the same, whether the report is the normal Pay Event or an Update event like Finalisation. This is confusing to users who think the values being sent to ...
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