Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
Create a customer group field for customers so they can be grouped by a common boundaries such as locality, wholesale, retail etc. The custoemr group could be added to the customer ribbon so customers could be sorted by Customer group. As a scout ...
Ability for Items to be entered as a negative qty on invoice lines
Ability for Items to be entered as a negative qty on invoices will allow you to enter a standard levy or discount against invoices that will give a description. Current discount option does not allow for a reason for the discount. As a scouting gr...
When invoice emailed the to be emailed box gets unchecked
When I choose customer wants emails the check box is ticked, but when I email it from the invoice form, this does not cause the check box to uncheck like it does when I print it from the invoice form. So quite often I will email invoices more than...
The display size on the data entry screens (e.g. bills) are very small. Altering font size in Windows 11 does not increase the size of the fonts on these screens. They are hard to see after looking at the screen all day.
A section/option to add a defined field to add a specialised license to an employee file with an expiry date to prompt reminder of obtaining new license from Employee. The similiar field like "Workcover" in suppliers.
Add attachment option in Bank Transaction when allocating payments
There is no option to save a receipt when allocating in Bank Transactions. You must then double up and go into Bank accounts to make an attachment for each entry. (Needs similar option as in the Bills module)