Ideas

Showing 434

Ability to have multiple delivery addresses for one sales order

We have many orders where we produce a product for a customer on one order, but the customers require the delivery of the orders to be sent to multiple sites. For example, a major retailer may place an order for bespoke items for a national roll-o...

Guest over 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

Standing Orders / Direct Debits - option to suspend payment

Guest about 7 years ago in Direct Debits and Standing Orders 0 Idea Accepted - Gauging Support

1 VOTE

More e-banking compatibility for Handelsbanken needed

Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.

Anna Jakovleva almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

4 VOTE

SOP Comment Line - 'Show on customer documents' default setting

When adding an item on to a Sales Order, with the Comment line item type, there is a tick box for 'Show on customer documents' which is always ticked by default. Customers who prefer to use comment lines for internal notes have to manually untick ...

Tom Blatchford about 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

3 VOTE

Add Statement Reference to Cash Book Bank Reconciliation Report & Change Format

I don't know how many different Banks this now applies to but certainly Barclays have removed the cumulative sequential Page Numbers from Statements. This means that the user has to create their own Statement Reference, very often a date or some d...

Graham Michel over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

3 VOTE

SOP New Quotation/Proforma should not allow new accounts to be created if users role doesnt allow it

In SOP Enter New Quotation and Proforma there is a 'New' button, which allows new sales accounts to be created. This button should not be visible if the users role doesn't allow the Sales Ledger Enter New Customer Account feature. This is Known Is...

Geoff Turner over 5 years ago in New/Amend Order 1 Not an idea

6 VOTE

Select which SOP lines to invoice

When raising a sales invoice via SOP, all items despatched are included on the invoice. Some of our SOP&s contain a number of line items whichare despatched over more than one month. An option to check/uncheck which line items you require on t...

Guest almost 11 years ago in Print Invoice 0 Idea Accepted - Gauging Support

4 VOTE

option for customer sales order address to be maintained when account is updated

When a customer gives us a new address all the previous orders show that new address also when re-printed, it would be nice to have the option to keep the old address on sales orders. Its understood that delivery addresses can be retained.

Guest over 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

Sales Order Invoices - Option to use Period Exchange Rate

When posting a foreign invoice against a sales order, the invoice will post with the exchange rate stored against the sales order. This rate may now be out of date if using period exchange rates, for the previous period the sales order was raised ...

Tom Blatchford over 7 years ago in New/Amend Order 1 Already Exists

1 VOTE

Ability to invoice a percentage of a sales order regardless of the sales value of goods that have been despatched.

As a company we ship equipment to customers that can take up to 15-25 weeks to be manufactured and shipped. There is also an installation element and commissioning. We run staged payments so the customer will pay 25% up front, 25% on delivery etc ...

Gemma Donovan almost 2 years ago in Despatch 0 Idea Accepted - Gauging Support

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