Hello, do you have any updates as to whether or not quotes and invoices will be able to be in landscape? We add a lot of wording to our quotes which would look better (less pages) in Landscape.
As a service provider, I need to send an estimate for the cost of work and either the customer defines the delivery date or I tell them when I can provide it. Even if I change it in the form, the PDF that is sent to the customer has the default pe...
Change column widths for invoices / purchases/ estimates (quotes)
There is a lovely wide column for the customer name in my list of estimates (quotes). This is usually only one or two words and is sortable anyway. However, the description is limited to a few characters, but this is where I have the information I...
Show invoice/purchase values both with and without VAT
In the list of invoices / purchases, the default is the total including VAT. Apparently I can change that to excluding VAT. I'd like to be able to have both. Can't imagine that others wouldn't also find this useful as an option
When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending...
In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.
Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.