Customers

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Able to set the applicable VAT rate to the customer account instead of altering each line on the invoice. For example if invoicing a charity who has supplied Charitable VAT Exemption Certificate the VAT rate would be 0%. if you could do this then ...

At the moment we have to manually input a value to a 'cost of a sauce' name, whilst the 'value' section is calculated automatically. Can we not have both sides calculate automatically? So for example If i create source 1 as TV_adverts and source 2...

We have a customer who has listed his country as 'South Korea' and I am unable to enter this exactly as he has requested.

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...

There are not enough lines for customer address. Can at least 2 further lines be added.

PLEASE remove the United Kingdom at the end of customer addresses. I aleady have to fit addresses in to a standard envelope window. This is so annoying and looks unprofessional

This was on the previous version.

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...