Allow full keyboard functionality in transaction screen
Presently you need a mouse to enter a transaction. I have several power users request we allow full keyboard functionality for make it faster to enter transactions. Presently you can only hit tab and space bar on certain items on the screen, not a...
Ability to pay off multiple RP or PP to the same customer at once
Similar to AgExpert Analyst, we need to add the ability to pay off multiple invoices in an RP or PP line at once. Having a separate line for each invoice when it's the same contact is very frustrating.
When adding an entry or modifying an entry in the bank reconciliation, the reconciled amount seems to glitch so you can't balance. It requires leaving the bank reconciliation and when you go back in the reconciled amount corrects itself.
On behalf of a customer: Drag and Drop to attach receipts.
I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...
The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is l...
We have a suggestion/request for the invoicing creation part of the program. We find that when we try to open an invoice that was previously created, the lines of the invoice are all unorganized and not in the way the invoice was originally create...
I want the system to automatically generate an invoice number when creating a receivable charge for my customer. I shouldn't have to create my own and then have to remember or go back and try to search, what was the last invoice number that I used...
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