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Allow EXP tax code to be added to a Foreign Customer
When a Customer is set to a Foreign Currency, the Tax Rego ID and Tax Code fields are greyed out. However, when selling to a foreign customer the required Tax Code is EXP. Will save users a lot of time in invoice preparation if the preferred tax code populates to the invoice.
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Have the search bar under Memorised Transaction List to find an entry
We currently have the 'search bar' in the Item list. It'll be very handy if we could have this on the Memorised Transaction List too in case you have a massive list.
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Larger reference field for credit card charge
Larger reference field for credit card charge
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Ability to Sort/Filter/Modify Stock Take Worksheets
Ability to Sort/Filter/Modify Stock Take Worksheets
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Accept mobile number during sign up
Off the back of a R1 customer onboarding review, there are a couple of action we'd like your help with. when a prospect signs up with SSO I dont believe we're able to retrieve their mobile number. Are we able to prompt this as a 2nd step in the process? Also for users that sign up without SSO, can we set up a a mobile…
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ability to add a unit number to your company address.
ability to add a unit number to your company address.
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More characters for ref no and no in chqs and bills
Would be great to have more characters in the No on the Chqs or Ref No on the Bills. A lot of invoices have long reference numbers and they dont fit.
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Send email notification when a user shares a book
When a user shares a book with another user, send an email to the person who shared as well as the user that was shared with.
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To be able to put a note on individual pay slips explaining a one off deduction
It would be good to be able to explain a post tax deduction on a pay slip. These deduction could go to difference expenses so a note would be great.
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Merged: Hide Inactive items showing in Adjust Quantity/Value on Hand
This discussion has been merged.
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Enable search select for forms to be printed/emailed
Currently users have to scroll through many pages of names of a window that is not adjustable in size. Having a search feature for one or more employees, suppliers, customers etc to print forms would be the preferable option. A window that is able to be adjusted in size would be beneficial as only approx 11 names then try…
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Ability to add a default Class to a customers/suppliers
Similar to the request for adding a default template for a customer, it would be good to be able to add a default Class and have it operate in the same way that the Default Tax code does for customers & suppliers!
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Barcodes on Sales Receipts
I would like the Barcode field to be optional for Sales Receipts in the same way as it is for Invoices
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Allow billable time & costs to be sorted by fields (ie. Service Item) when invoicing
Employees work on various stages of the same project at the same time, but we often only bill one stage at a time. Currently, to select all the entries pertaining to the relevant service item, you have to scroll through each entry in date order, making selections tedious when dealing with 200 possible time entries.
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Duplicating Schedules
It would be handy to be able to duplicate schedules both in a particular report, and from other report schedules.