Ideas

Showing 26

Pro forma's don't show whether item in stock or not

Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...

Lynn Jeffery 7 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

13 VOTE

The ability to select which budget you're reporting against when running financial statements

We set a budget for the start of the financial year. I'm sure plenty of other companies then do a re-forecast. Some might do it after Q1, some may re-forecast every quarter for example. It would be incredibly helpful if we could select the budget ...

John Wilkins about 2 years ago in Budgets 0 Idea Accepted - Gauging Support

7 VOTE

Allow stock to be allocated to pro forma invoice before payment received

We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.

Elka Williams almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

4 VOTE

Add Suggested Items to Proforma Screen

When creating a new proforma please can we have the option to add the Suggested Items function

Sarah Bell about 2 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

2 VOTE

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

11 VOTE

Budget Monitoring in New Year when Old Year is still open

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...

Guest about 7 years ago in Budgets 0 Idea Accepted - Gauging Support

9 VOTE

I would like to maintain multiple versions of my nominal budgets

Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original

Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support

4 VOTE

Budget audit trail

It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...

Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

3 VOTE

Enable Cancelled Status for Pro Forma Invoice

Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?

Guest about 4 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

5 VOTE

Show Transaction Analysis Codes on Reports

It would be very helpful to show Transaction Analysis Codes for those transactions that have them on reports - particularly the Budget Statement Breakdown by Combined Nominal Budget Report. We use these to tag projects or trips but it's difficult ...

Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support

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