Currently proforma customers have to call us up to pay for their order. Adding the Pay Online feature would speed this process up for us without having to send them an invoice before the work has been started.
Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects
We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...
Make all the search functions search in the same way
Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support)
For instance an option for "General Retail" or "Specialist Retail" would suff...
Make Quote & Invoice reference boxes remember previous inputs
I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
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