Requesting that a popup appears during creation of a new associate. If it is possibly a duplicate associate, prompt the user to confirm and select the correct associate from a list of candidates, or to continue to create a new associate.
Add a Total Amount field to Purchase Orders window
Purchase Orders should show the total amount. Currently this only shows when you’re printing the Purchase Order. Adding a total amount field will ensure the PO is created accurately before printing.
Need to be able to select a batch of invoices to email to the customer.
In the accounting office, we are often asked by customers to provide multiple invoices for a certain month. We do not see where we can easily send multiples without printing each one to a pdf and saving to a location and then sending an email with...
I should be able to write a cheque to a one time payee and not have them be in the books forever. Why do we have to add someone in as an associate to cut a one time cheque? Possibly have a spot to click that says 'one time user'. This would quicke...
For Ford electric vehicles that have the same model code as the corresponding ICE vehicle, need a way to differentiate the account mapping.
What is needed is a new 'EV' column in the Vehicle Sale Account Maintenance for Group - Vehicle Sales - New window linked to the EV/Green flag in the VID, allowing the user to map the same model code to 2 different accounts, depending whether the ...
Report to show when the 'System Parts Conversion' trans type was used
Looking for a report that will show when the System Parts Conversion Trans Type was used on adjustments. Since this trans type doesnt post, it wont show on the Account Activity Report
We are looking for a way to either lock the associate notes that are entered into the associates profile or having a way to retrieve these deleted notes. This is the location where all sales staff store notes in regards to their customers. It can ...
Till balancing report only shows Advisor you selected
We have a Parts advisor who also works service. When I print the till balancing report in the morning, I select parts, I select the date and proceed. If this parts advisor was working service, any of his work orders show up on my report. If I sele...
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