Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation
When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
Guest
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...
Saeed Malik
almost 5 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Allow order lines to be chosen in workspace for processing
When using workspace to book an order into the system or transact the invoice on the order, it would be nice to choose the items showing in the workspace and then action these. The relevant screen will then populate the items you have just ticked ...
Guest
about 7 years ago
in Grids
0
Idea Accepted - Gauging Support
A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...
Guest
about 7 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
For sort preference in Allocations form to be remembered
On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to s...
Guest
about 2 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
