Frequently customers entered into AR need to be an AP vendor as well. You have to create and maintain them separately now. So if address changes, you have to change in both places. Would be nice to be able to link them somehow and allow update of both at same time.

Also, the ability to have 1 Company record in CRM with both AR Customer ID and AP Vendor ID attached to it. Ability to promote to both AP Vendor and AR Customer at the same time would help as well in CRM.

by: Stacy D. | over a year ago | Financial Management

Comments

• And MOST importantly - the ability to contra between customers and vendors as a single transaction.

  by: Mary O. | over a year ago

• Would prefer to have AP refunds. Already have AR refunds - together this would do away with most cases of duplication across the ledgers.

  by: William W. | over a year ago

• Most modern ERP systems just have a "PARTNER" which can be a customer, a vendor or a staff member. They are linked as AP or AR via what Sage would call Account Sets, often determined by the transactions. If they mostly buy they are AR and mostly supply, they are AP.
  Look at Odoo and OpenBravo, they are all like this.

  by: Alex A. | over a year ago

• Ability to combine the balance of a customer that is also a vendor

  by: Ellison S. | over a year ago

• AP Refunds would more useful.

  by: Carl G. | over a year ago