Improved client and supplier search when entering invoices/purchases
Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered.
The problem with the current search is it is not able to find c...
To be able apply the correct theme for new customers and suppliers as default
To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added
Customer statement current/30/60/ 90 plus days breakdown
On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date).
This is helpful to both customers & ourselves.
Ability to scroll through all invoices for one customer
Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...
Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...
A 'pop up' note system for clients/suppliers when you enter the record
If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...
Bank import matching screen to just show amount still outstanding
When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...