We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in m...
Scanning technology now has software to scan receipts and bills to .csv files, already categorised by date, invoice number etc. A facility to upload these directly instead of having to use a 3rd party provider to do so would be both cost effective...
It would be very helpful to have the tax amount column populate when running A/R and A/P detail reports to show the GST component. This is crucial information for doing GST reconciliations. Without this report it is necessary to open each invoice ...
Have the ability to see margin by project / job and by customer
When reviewing customers data and strategic account management it is vital to be able to see which customers generate the hightst profit not only in absolute terms but a %GP.
In text boxes on design forms, I would like to be able to specify font attributes differently for each line rather than the whole box. That way I can have the company name in bold the abn very small and email in underscore blue without needing to ...
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.