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.
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...
When you have an employees card open you should not be allowed to change any info unless you hit the "Edit" button. Too many times you may have more than one employees card open and the go to type somehting and it ends up deleting something elsewh...
Multiple users to access same payroll data at same time
When you have 30 employees to add all at once it would be advantageous to have more than one person be able to access employees. If 2 people go to access the same persons file then a warning would come up saying same. If just adding new employees ...
Auto filling invoices when a customer always has the exact purchase each time
This would make 50 % of my invoicing time faster just like in Expences that auto fill.. please make it the same or at least a custome by custome option...
Ian