• Votes

    9

    Line item numbering for purchasing, receiving and accounting

    Each line item on a PO should be itemized with a line number which should remain constant across receiving transactions and accounting functionality. this would make it ...
  • Votes

    3

    Grid entry

    To enable efficient updates to things such as employee benefit deduction amounts (annual renewal), equipment costs, etc. Pulling up the desired group of records via the ...
  • Votes

    5

    UDF option to prevent copy from

    It would be helpful to have a setting that specifies a UDF fields value will not be copied to new record when using the Copy From create. There can be UDF fields that ...
  • Votes

    2

    Increase Paperless Delivery Email Character Limit

    Being able to increase the email paperless delivery character limit from 50 to 60 would be essential. This would be beneficial as some facilities rather electronic ...
  • Votes

    2

    Vendor & Customer Maintenance-Add standard field for EIN # and Account ...

    A standard field for: EIN # (for non-1099 vendors) that is visible only to selected groups. Account number field. I currently created a UDF yet these are standard fields ...
  • Votes

    3

    Purchasing Receipt-Add Field for Packing slip number

    Add a packing slip number field in Receipts
  • Votes

    5

    Price Level by Customer Maintenance

    Ability to select ALL prod lines instead of creating several rows
  • Votes

    5

    Customer Maintenance Invoices Tab Date Sort is Wrong v. 2023

    If you setup the default sort order for the Invoices Tab of Customer Maintenance in the A/R Module to Ascending Date, it instead sorts it by Invoice TYPE. This is a ...
  • Votes

    5

    Add an option for Task Scheduler auto-posting (All) to include / ...

    Auto-posting All batches is a very useful feature, yet occasionally there may be batches that the user does not want to auto-post (for various reasons). Currently the ...
  • Votes

    5

    Show phase # in 3-5 Tab A/R invoices

    When a job has many phases it would be nice to see what phases have been billed by clicking this tab.
  • Votes

    5

    add ability to edit, 'on the fly', the email body for paperless ...

    it would be nice to have the ability to edit the stock 'body' of the email just before sending. For the majority of the time, the stock message is fine, but there are ...
  • Votes

    3

    Keep Journal print windows open after preview

    When I open journal print windows, I often preview them to make sure the information is correct; for Finance Charge Journal, I have to adjust it for months over 30 days ...
  • Votes

    11

    Make UDT fields sortable

    In any of the ALE lookup, you can click on the column heading and it sorts the data. This same functionality would be great in the UDT. Currently, users export data to ...
  • Votes

    21

    Add "Jobs" tab to Customer Maintenance

    We need a tab that shows open jobs in job cost, like the open sales order tab
  • Votes

    43

    Do not allow quantity shipped to exceed quantity on hand

    Add an option so that the quantity being shipped cannot exceed the quantity on hand in shipping data entry or invoice data entry so quantities don't go negative.
  • Not Planned

    8

    Do not allow work order completion if quantity required for a ...

    Add an option to restrict work orders from being completed if the quantity on hand for one of the components is less than the quantity that would be required to actually ...
  • Votes

    21

    Price/Cost Changes

    We are not a large business to speak of however we do have approx 6000 items in our system that we regularly have to do price updates on. This is not something we chose ...
  • Votes

    12

    Do not hide lookup when viewing a record

    Do not like that the lookup is greyed out when viewing a record and in order to view another record you need to click cancel to have access to the lookup. The cancel ...
  • Votes

    6

    Add ability on this Ideas site to view the entries by Author

    As I see several good ideas from a person I would like to be able to look at all the things that person has posted. I probably want to vote for most of the things they ...
  • Votes

    6

    Customizer allow multiple objects to be selected

    Would be very helpful to allow multiple objects to be selected and moved when customizing panels.