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...
on purchases, only the supplier reference can be seen, the internal supplier reference cannot be seen. it would be a good idea if the internal reference can be seen as well, both on purchases summary and when looking at a particular invoice of a supplier.
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.
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...
Ability to edit the statement template to change item description field displayed
I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes.
The standard template includes a field for 'Purchase Order',...
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