A report with all leave taken, accrued and final balance in hours and dollars for a specified period is necessary to correctly enter leave liabilities to balance sheet. The current summary report requires clicking on individual lines to access the...
Warn users for missing Service Item when Time Activities are entered
For Time activities, we can set a Supplier as the Name. It allows it to be saved without an Item.
But to create a Bill, it needs to have a Service Item.
Depending on use case, or if we always need to raise a Bill transaction, then a warning mess...
Transaction history Does not work on quotes - this is a BUG
Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction. I have often wanted such history: for example I want to know if the quote has been completed and invoiced, but even th...
Date field in the edit item window to indicate when a cost price has been updated
With many hundreds of items that are quoted sometimes some of them are rarely and many users it is frustrating to not know when and by whom the cost price was updated, This would save considerable time
We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.
Our external auditor has highlighted this issue each year as a potential fraud risk. To minimise this risk we have had to engage an external consultant to undertake checks. Have an audit trail that shows changes made to masterfile data would be le...