Suggest a new Idea

    • 1

      Ability to print Packing slip from invoice

      Suggested by Alishia BerniEvidence Gathering 1
      Category:

      I would like the ability to print the packing slip from the invoice. In some cases I need to print a packing slip and accidentally miss it in the posting process. When this happens I have to search for the shipment documents individually intead of from the record they actually originated from.
    • 1

      Comment field in GL Journal

      Suggested by Adam CareyEvidence Gathering 0
      Category: Financial Management

      I can't find anywhere to add free text to a GL journal line. There is a Reason Code and I could attach a document but it would be useful to be able to just add a string of text in the journal line.
    • 1

      Get Posted Document Lines to Reverse page in Tablet Client is unusable and should be reviewed

      Suggested by Ricardo Paiva MoinhosEvidence Gathering 0
      Category: Sales

      In the Tablet client, if you create a new Sales Return Order and try to use the Get Posted Document Lines to Reverse feature, you won't be able to work with it because you can only see one or two fields related with the lines and you can't even swipe and see the other columns.
      The page layout should be reviewed so that the lines fit the whole page.

      If you include all the fields (Document Type Filter, Posted Shipment, Posted Invoices, etc), in the main group, then the lines will fulfil the page.
    • 1

      Responsibility Center feature improvisation request

      Suggested by Sandhiri Prashanth Kumar ReddyEvidence Gathering 0
      Category: Financial Management

      In the current responsibility center functionality, a user can be tagged to one RC only, however we have been receiving requests to have a user tagged to multiple RC's and to be able to restrict the users to transact and report only in RC's they are tagged to.
    • 1

      Add new fields on Item Tracking Lines

      Suggested by Luca BiundoRejected 1
      Category: Sales

      Hi, it's possible to add events for add new fields on Item Tracking Lines?

      Like this post.

      https://www.olofsimren.com/add-fields-to-the-item-tracking-lines/

      Regards.
    • 1

      New Italian fiscal declaration - non residendent purchase invoices

      Suggested by Alessandra PandiniNew 1
      Category: Financial Management

      The Purchase invoices (goods and services) received from non-resident vendors and for which have not been issued customs invoices must be declared to Italian Tax Office (Agenzia delle Entrate) through the declaration "Telematics data transmission of cross-border transactions" (https://www.agenziaentrate.gov.it/wps/wcm/connect/a8316033-6124-4667-99d8-ed143dc72c20/Provvedimento_30042018+.pdf?MOD=AJPERES&CACHEID=a8316033-6124-4667-99d8-ed143dc72c20 - point 9)
      Opened Alert ID 40982
    • 1

      Clock time in/out down to the minute

      Suggested by Paul TerpstraNew 0
      Category:

      We would love a faster (mobile/tablet) friendly way to quickly clock time in / out.

      This is both for employees, but also for machine resources. We track machine time for jobs and production runs. We would put a tablet at every machine if we could simply select the job / task and then hit start / stop while that machine is running.

      For employees, if its not easy and quick to clock in / out and allocate the time to the correct job they won't do it accurately all the time.. If they don't do it we don't have accurate time tracking.

      The UX on time tracking can definitely be improved. It should be the absolutely easiest workflow.
    • 1

      Sales Prices and Discounts in Fact Box

      Suggested by Evidence Gathering 0
      Category: Sales

      Add the Sale Price and Discounts list on the bottom of Item Cards to the Fact Box when viewing the Item List, would greatly speed up quoting wholesale pricing vs retail pricing when a customer calls.

      Also having this list calculate out what the Sale Price would be from the Sale Discount % should be standard in this list.
    • 1

      Phone Number on Sales Invoices

      Suggested by Evidence Gathering 0
      Category: Sales

      Include phone number in Sales Invoice dataset. Our delivery crew often needs a way to get in contact with customers and usually only have the sales invoice with them when out on deliveries.
    • 1

      Bank Reconciliation - Automatic match of Bank. Recon. Differences

      Suggested by Eduardo Requena AlgueróNew 0
      Category: Financial Management

      Most of our clients are complaining about the extra action needed in order to manually match Bank Reconciliation Differences with their original Bank Statement Line.
      Clients which Bank Reconciliations are in terms of hundreds or thousands of Bank Statement Lines where not few of them experience Differences between the Bank Statement Line and the posted Bank Acc. Ledger Entries.
      Upon using the 'Transfer to General Journal' function to post the Difference, a new Bank Acc. Ledger Entry with that Difference is showing in the right sub-frame (Bank. Acc. Ledger Entries) BUT IT IS NOT automatically matched with the relevant Bank Statement Line.
      This makes the Bank Reconciliation process really unproductive since, upon posting the Differences, manual matching is needed one-by-one.