Accounting Ideas
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Add Shipper info on the customer profile
most customers use the same carrier for their shipments. it would be great to add this info in their profile so it does not need to be adder every time an invoice is generated for them.
Created 12 Jul 15:40
Setup - Navigation - Lists - Usability
0
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3
Vote
Extra ref field on quick entry invoices
Customer needs this field for job analysis, imports all sales/purchase invoices from excel
Created 10 Jun 14:35
Processing / Purchasing
0
One For The Future
1
Vote
Direct Deposit upload
Able to create and upload bank file from software for payments to vendors direct to bank as currently available in Sage50
Created 11 Jul 23:14
Payments
0
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1
Vote
Password restriction with 3rd party DD provider-Bambora
The current restriction of one try only for the password to upload payroll to Bambora and then a 15 minute reset if the wrong password is entered, is creating a huge problem for me. My payroll deadline is very tight already. If there was an option...
Created 11 Jul 18:08
Banking
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1
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Detailed Invoice Report showing invoice lines
Would it be possible to create a report showing the line details of an invoice, e.g. product code, quantity and price.
Created 11 Jul 14:35
Reporting
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1
Vote
Bank Feed Filter to see most recent 1st
As a new customer I am trying to input 18 months worth of transactions from my bank feed. It is difficult to deal with historic transactions and also deal with current ones due to the bank feed being set to oldest 1st with no option to change this...
Created 11 Jul 13:40
Banking
0
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1
Vote
Would like to be able to place the customer on hold
Would be useful for customers who don't pay their bills
Created 11 Jul 11:13
Sales
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1
Vote
Select items from products / services and re-categorise
With over 3000 product lines, it would be easier to re-categorise into product groups - select items and add to new/existing group button
Created 11 Jul 06:24
Setup - Navigation - Lists - Usability
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3
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Dark/Night Mode for desktop
One for the future - It would be great to offer SBC customers the ability to toggle a night/dark mode as they can with their web browser, OS, and the mobile apps.
Created 09 Jun 15:14
Setup - Navigation - Lists - Usability
0
One For The Future
1
Vote
Cannot Print Purchase Invoices!
Madness.... why on earth can't you Print a Purchase Invoice....!!!
Created 10 Jul 12:14
Purchasing
0
We're Taking A Look At This
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