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Reporting all transactions
The only way to see the user who created or updated the transaction is View History. When auditing or resolving issues it is often useful to know all transactions done by a user. A report that listed the transactions and View History lines for each transaction with filtering including user, date entered/modified would be…
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Expose transaction date entered/modified in reports
The only place to see date transaction entered/modified is in View History. When auditing or looking for reconciliation issue it is very cumbersome to use that method. Would be very useful to have it as option on Ledger Transactions report at least.
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Populate RCPT quantity from INV quantity
Existing Sequence is Add line item to Invoice with quantity value Receive Payment from Invoice screen. RCTP transaction(s) created have a blank value in quality. RCPT transactions are available in reports and exports, INV are not (except specific Invoice Report). Thus no analysis can be done based on quantity. This seems…
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Limit field for Super Guarantee
Concessional super is capped - to $30,000pa in 2024. high income earnings (above $260,869pa) will hit this limit and will not qualify for super guarantee payments for the rest of the financial year. Any payments above this amount will incur additional taxation for the employee. A limit field to prevent payment above this…
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Unlimited items when you make a group in invetory
I have several Kits I need to have as Non Invetory Items and they have more than 30 items in each
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Switch Scroll Bar from invoice description to home panel
Switch scroll function to the home page to the invoice description. When invoicing and typing in the description of an item, if operating on a small laptop, there's only a line or two of the description, and when using a complex item with lots of lines, it would be better to be able to view more of this section and scroll…
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Print only open items on Pick List
When printing a pick list from a Sales Order only print the open items. Currently all items print on pick list including those already invoiced - not just the open items. This is an issue as the previously supplied items can be picked and resent. A pick list should only include unsent items.
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Be able to have the search function in all areas of the Portal
If you could have the search function in Bankdata, STP even partners client lists it would make it so much faster to find your client especially if you have a few.
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R1 Book names cutting off
Currently the name of a R1 book cuts off. Can we look at this going over 2 lines please
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Merged: History of leave taken
This discussion has been merged.
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Bankdata - be able to download/print transactions
For clients who are not tech/accounting savvy enough to code their own transactions. To be able to send them a report so they can make notes about the nature of their transactions
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Merged: Make Estimates automatically inactive after creating an invoice from them
This discussion has been merged.
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Allow me to select my correct address
It will only allow to select from drop menu, does not allow my correct address.
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Edit Payslip email message
Could the ability to add a message to the covering email for payslips be made available? This was something we used in Payroll Premier.
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Dates for when employees change status
When an employee changes from casual to full-time for example there used to be a field you could enter an effective date from so you could look back at when this change occurred. There is no such date field anymore.