A report containing list of jobs and their status (estimating, quoting in process, invoiced, dispatched, waiting payment, completed, etc.). And a filter to see jobs by month, week, year or their status.
The only way I can see the current value of inventory items is to run an Inventory Valuation Detail Report. Can you please allow the "Avg. Cost" field to be selected for other inventory reports? Can you please provide the ability to show the "Avg....
I run a Thursday to Wednesday pay week primarily so casual employees get their pays on or before Friday of the current work week. The input sheet (enter hours worked) does not align with the nominated pay schedule. For example the input sheet goes...
A reference number that ties all the documents together - Sales order, PO, Est, and Inv
A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
Ability to email customers credit notes receive payments screen
If a customer overpays an invoice, and they want to leave it on their account as a credit, I would like to be able to email them a copy of that credit note from the receive payments screen as at the moment you can only print it.