User Profile

Add Groups Feature for Sales Transactions


Quickbooks Enterprise has a nice feature called Groups that allows individual items to be nested under a single line item on sales transactions. It is separate from Assembly items, which you must build before you are able to invoice. More on the differences, functionality, and use cases are inclu...

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Category: General (1613)

STATUS DETAILS
Declined

Cancel Button for Transactions Created From Outlook Add In


Add a cancel button for transactions that are started but you don't want to save from the Outlook Add-In.

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0 Comments

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0 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Vendor Selection Field for Sales Orders that Copies to Purchase Orders


Add a vendor selection column to Sales Orders line items to specify which vendor each line item should be purchased from. For example, we can purchase the same product from 3 different distributors but might want to purchase from a specific one due to pricing and availability. Have this copy over...

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0 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Drag and Drop Attachments


Allow attachments to be uploaded by dragging and dropping onto the screen rather than via file explorer.

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22 Comments

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22 Comments

Category: General (1613)

STATUS DETAILS
Under Review

Allow Users to Adjust Width of Columns


Users often come to me asking to adjust column widths. It would be nice if they could do this via the GUI, without the need for personalizations or extensions, and it would be even better if the system remembers their preferences. If this is not technically feasible, then it would be nice if al...

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2 Comments

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2 Comments

Category: Development (1107)

STATUS DETAILS
Declined

Fix Order By on Columns


When opening a list of records ordered by a certain column, I would expect the first record based on the order by column to be selected. The application seems to want to select the first record in the table based on No. Series and select that record in the list. For a view with lots of records th...

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0 Comments

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0 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Allow resizing of text area inputs


Multiline text inputs are set to a default of 3 lines with no option to grab the corner and resize. This only allows the users to see a very limited amount of the field at a time and requires lots of scrolling. It would be great if users could drag and resize the control on the page, or if there ...

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1 Comments

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1 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Global Search


Global Search would be a greatly welcomed feature in BC. Our users were very frustrated when moving to BC from our old product because this feature did not exist out-of-the-box. Some great third-party solutions already exist for this feature. Clever Search, NAV-X Search. Perhaps one of those offe...

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2 Comments

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2 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Consistent Behavior When Clicking on a Document No.


In archived document list pages, clicking on the document number does not directly open the document's card page. Users instead have to select the line, click Navigate, click Line, and then click Card. In other document lists, clicking on a document number directly opens that document's card page...

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0 Comments

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0 Comments

Category: General (1613)

STATUS DETAILS
Needs Votes

Allow Typing in Contact Name in Opportunities


The Contact No. lookup field on the Opportunity Card does not allow users to type in the name of the contact and select from a dropdown. Instead they have to click the assist edit to pull up the full list and select the Contact that way. This adds time to the opportunity entry process and does no...

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0 Comments

Category: Opportunity Management (46)

STATUS DETAILS
Needs Votes
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