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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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A report that TOTALS employee hours paid over a number of pay periods
Add report of TOTAL hours worked (summed) for each employee for one or many pay periods.
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Location wise Pay Report
Location wise Pay Report
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Show alert when employees reach the chosen available hours threshold
Create an alert for a chosen amount of accrued holiday leave of employees so that the hours don't get out of hand.
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Payroll Tax by State report
There is no Payroll Tax by state reports, summary or detailed like in Reckon Hosted
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Remove staff from scheduled pay runs once terminated
When a termination date is entered it should automatically trigger the removal of the pay run schedule so that there is no risk they will be accidentally paid in a future pay run
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Merged: Pay run Customisation and note taking
This discussion has been merged.
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Set an anniversary date for staff
It would be great to set an anniversary date, or essentially a pay review date, so that I can know X employee has been here 3 months, need a pay review, or to determine whether or not they are off probation. Or they have been here 12 months let's have cake. :) But seriously, it is an offence to leave someone on a level one…