If refreshing the screen for bank transactions, refresh back to the same account, not the first one on the list.
When a client has several bank and credit card accounts, it's frustrating that a refresh always takes you back to the first listed account, not the one you are working on.
Transfer info from a sales order description box to a purchase order description box
We use the sales order as a service job sales order. From this we then generate a purchase order for our contractor and we call this a service job request. We need the text we put in the sales order to be transferred over to the purchase order wit...
Quite often I get distracted in the process and forget to put the price on before I email to customer, would like some kind of warning to prevent this happening
allow hours to be entered for period corresponding to pay schedule
In pay template, I have to enter weekly hours. There is no option to enter fortnightly hours. We pay fortnightly. I get fortnightly hours and have to halve them to enter weekly figure then edit them in pay run
If it is elected to NOT have leave balances on the payslip, it would be great if when this box is ticked that the title does not remain on the pay slip
currently if you enter a final amount in an estimate lien item, the % is then calculated and the amount entered is changed. it is better to be able to enter the amount and the % is then calculated based on that amount. it is also time consuming to...
We only use the portal to load STP. It would be good to receive an email when the status changes. ie success, error etc. This would save time having to log-in or check back.