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  1. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    32 votes
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      2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • Customizable packing slips - attention field, special instruction field

      Invoice & Packing Slip - more customizable

      (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
      (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
      (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

      32 votes
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        7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Intergrate with whatsapp. PLEASE to send invoices via Whatspp

        I would like to be able to send invoices via Whatsapp

        32 votes
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          2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Bill / Assign inventory to a project

          Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.

          32 votes
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            3 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
          • Salespeople assigned to customers

            Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

            31 votes
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              1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Stripe and Bitcoin

              Integrate the possibility of paying in Bitcoin with Stripe
              https://stripe.com/bitcoin

              31 votes
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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • DISCOUNT COLUMN IN PURCHASE BILL

                DISCOUNT COLUMN IN PURCHASE BILL

                30 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Sub "accounts payable", "accounts receivable"

                  My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
                  It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

                  if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

                  30 votes
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                    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Reporting Tags needed in Manual Journals and Bulk Add Expenses

                    Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)

                    29 votes
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                      4 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                    • give users the ability to print refund checks from credit memos and over payments under a customer

                      give users the ability to print refund checks from credit memos and over payments under a customer

                      29 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 29 votes
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                          2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                        • 29 votes
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                            1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Pro Forma Invoice

                            Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.

                            29 votes
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                              3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Customer Statements

                              Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

                              Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

                              Thanks

                              Jason

                              29 votes
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                                6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Option to record Bank charges is required while recording the payment of the Bill:

                                Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.

                                28 votes
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                                  3 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add IntegraPay as online payment gateway

                                  Add IntegraPay as online payment gateway

                                  28 votes
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                                    5 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Calculation of multiple Commissions per Sales Line Item or per Invoice Total

                                    Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
                                    - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
                                    - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

                                    Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
                                    A matrix would define the calculation based on either Product Code…

                                    28 votes
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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Make reporting tags less tedious

                                      As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?

                                      I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.

                                      Don't get me wrong. I can see…

                                      27 votes
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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Improve the search-bar in the timesheet Weekly Time Log view.

                                        Only possible to search with the project name prefix. Complicated to find a project among hundreds

                                        27 votes
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                                          0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a tax component to a purchase item.

                                          Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.

                                          27 votes
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                                            0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
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