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Hide unused functions
Please, add settings to select which functions the company uses, or does not use, like in Sage50. If we are not using quotes it is irrelevent that users sees that and only allows for errors. Thank you
Created 25 Feb 19:08
Setup - Navigation - Lists - Usability
0
One For The Future
1
Vote
Default date ranges in search bar
When viewing a page of transactions the default search criteria is 30 days. but some of my invoicing and sales run 60 or 90 days so when i view a page half of the invoices are not there until i extend the From and To range to more that 30 days.
Created 30 May 14:12
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
1
Vote
Configure stock location
It would be useful to be able to configure a stock location column when selecting stock items to create CSV file to export or PDF.
Created 16 May 10:48
Setup - Navigation - Lists - Usability
0
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1
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Links to invoices in payment fields
The ability to view the original invoice when viewing a customer or vendor payment.
Created 11 May 14:59
Setup - Navigation - Lists - Usability
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1
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Add Items We Need to Fill Out Credit Reference Documents On The Customer's Main Page
I used to run a different Sage 50 and the customer tab used to have essential info for quickly filling out credit references including: -Average Days to Pay -How Long they have been a customer. If existing and we are changing to Sage from another ...
Created 11 May 13:10
Setup - Navigation - Lists - Usability
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Search Field in Header for Supplier/Customer
Simple search field in header to allow a quick search for supplier or customer which links to the relervant account page. Also with auto complete list below with Customers or Suppliers clearly identified. IE type SA and all contacts starting with ...
Created 17 Apr 13:09
Setup - Navigation - Lists - Usability
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Edit template
The template (Onyx Product) puts our company name on 2 lines because the font size is substantially bigger than the rest of the document. Option to amend font size or display company name in same size font as the address.
Created 24 Mar 12:28
Setup - Navigation - Lists - Usability
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3
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Additional Users in Payroll
It would be handy to have the option to add in additional users into the payroll package as many business have a dedicated member of staff who runs the payroll not the owner.
Created 17 Jun 14:06
Setup - Navigation - Lists - Usability
0
One For The Future
3
Vote
Attachment to estimates.
Quickbooks has the ability to attach files in multi facets. We have a hard copy write up that we'd love to be able to attach and view either under the estimates category via an icon on the main screen and/or within the customer detail section.
Created 09 Jun 17:14
Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works
1
Vote
Importing/Exporting Irregularity
Trying to export data from one company set of accounts to another in Sage Business Cloud and bizarly the format of the data exported is different to the format required to import it, despite it coming from Sage Business Cloud and being reimported ...
Created 08 Mar 15:32
Setup - Navigation - Lists - Usability
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