Ideas

Showing 59

Make filters available across different companies v2015 and newer

Filters on list views are now company specific, can an option be added to copy to other companies?

Sara Campbell over 9 years ago in List 0 Idea Accepted - Gauging Support

Add Bureau To Sales Ledger View Columns

We get recommended credit limits for most, but not all, customers from a bureau. It would be helpful to be able to see, sort and filter on this column.

David Low over 2 years ago in List 0 Idea Accepted - Gauging Support

4 VOTE

Summary Workspaces Drill Down

Hi, Not sure if this is a bug or by-design When using summary workspaces there does not appear to be an option to drill-down on the Purchases Summary Workspace in the same way you can drill-down on the Sales Summary workspace In Sales Summary work...

Paul Daly over 9 years ago in Drilldown Reports 0 Idea Accepted - Gauging Support

4 VOTE

Trend Line must ignore periods not yet open

For both the Sales Summary and Purchase Summary graphical displays on the Turnover Bar Chart, the &trend& line should be calculated to ignore future (not yet open) financial periods. As it stands, the trend of all sales is always downwards...

Guest over 10 years ago in Sales Summary 0 Idea Accepted - Gauging Support

3 VOTE

Take the line limitation off of Workspaces / Have a View All option

Please can there be a View All option instead of the list limitation on the workspaces. Currently, the list is limited to 25, 50, 100 etc and although my clients that use Workspaces love the ability to multi-column filter and filter in real time t...

Michelle White almost 8 years ago in View All 0 Idea Accepted - Gauging Support

3 VOTE

List views - do not highlight the first account

When you open the list views the first account is always highlighted. would be better for this not be highlighted, as you have to unselect it to work on another account

Saeed Malik about 8 years ago in List / List 0 Idea Accepted - Gauging Support

3 VOTE

Suggested Payments workspace - to be able to remove transactions from Suggested Payments on here

We have a customer who is using the Suggested Payments workspace to view items to be paid via Generate Payments as its quicker to view. However there are no actions to remove individual transactions from the suggested payment run or to amend value...

Guest about 8 years ago in Workspaces 0 Idea Accepted - Gauging Support

3 VOTE

To be able to add a transaction memo from the Credit Control workspace

When a customer is using the Credit Control screen to contact their customers to would be good if they could add a new memo as well as see the existing memos

Guest about 8 years ago in Credit Control 0 Idea Accepted - Gauging Support

3 VOTE

List views and filters

The sales, Purchase, Stock, Bometc Lists view work great for finding data quickly, I use the filters a lot which filters data that is not required with in the filters you can select the relevant data fields but when you return the data to the list...

Guest over 8 years ago in List 0 Idea Accepted - Gauging Support

2 VOTE

Nominal account list view column for 'date of last transaction' - same as in the SL and PL modules or add the report 'no transactions since'

Now that we can hide NL codes, would be useful to have the above to assist with the process, same as in SL and PL modules.

Guest over 6 years ago in List / List / List 0 Idea Accepted - Gauging Support

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