Timesheets to include project - is included in payroll section
[Edited by Reckon based on Customer's comment response] Need Project option in time sheets - it is in the Payrun section (without needing the medium module) so why not in the Timesheet (without needing the medium project module) - In all the years...
If we could add a category to a supplier/customer account when setting up whereby it would automatically remember the income/expense category when creating a bill or invoice it would save at lot of time. For example, if creating a supplier account...
When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
Make total of Bill payment amt to pay field copyable
In the pay bills screen make the total field at the bottom of the screen copyable. To reduce data entry errors make the total field copyable so that when you are paying a number of bills from the same supplier you can copy and paste the total.
This would allow a quick easy option of supplying customers with a receipt with one click. Being able to customize making it more professional and show information you want to be showed.
Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc