Add bank account column to receipt list page and payment list page
Make Payments List – add Bank Account Column On the Make Payments window, add an optional Column, Bank Account. I often need to see which account a payment was made from this is also good to see duplications.
Print/Export Un-allocated Bank Transactions report.
The ability to Print/Export Un-allocated Bank Transactions report. This would be great to have a copy and find missing transactions, email questions to Clients etc.
The difference between providing an estimate and providing a quote from a businesses point of view is that an estimate is not legally binding whilst a quote is.
Although there is the ability to re-title the estimate forms to be called 'quotes' th...
Terms & conditions / auto standard attachments / electronic signing
Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed