Financial Report Out Options
Can you add ability to print financials to fit to page (landscape or Portrait with scaling).
Please add a way to close all documents with one click
Please add a way to close all open documents to quickly get back to the role center. Its cumbersome to close each open document in order to get back to the role center.
Consolidate Invoice and Credit Memo into one form with drop down document type selector
Please consolidate Invoice and Credit Memo into one form which will allow for a streamlined invoice entry without having to open separate listing pages.
Add subtotal to Cash Receipts and Payment Journal
Please add subtotals to cash receipts and payment journal next to number of lines. This will help with tying out cash received or paid without having to run a report or export to Excel to perform a sum.
Bank Statement Reconciliation Report - Option to print Cleared vs Outstanding
Currently, there is only one big report with overview, cleared and outstanding transactions making very difficult to review and provide to auditors.
Please add the ability to separately print out the bank statement overview, cleared transactions and outstandin...
Add abiliity to open edit in Excel with personalized Columns List
Would be nice to open edit in Excel to personalized columns on a list. Currently it loads all columns which makes it difficult to work with when trying to update only columns based on list view.
Keyboard Shortcut to return to Home Screen (Role Center)
Please add ability to have a shortcut key to return to home screen or role center. When I have multiple forms open, its difficult to click the back or escape key multiple times to get back to role center.
Add Related Source Document Links from a Target Document
Please add ability to go back to source documents from a target document. Example, When on a Sales Invoice (Target Document), I should be able to get back to the source document via a Related>Source Document link.
The Sales Invoice should bring me to the Sh...
Financial Reports - Fit to Page Option
Please add ability to print financials that fit to a page (portrait or landscape). Currently, the printing is off when using columns in a layout.
Abbreviated Search Short Cuts
Please add ability to search (Tell me what you want to do search) using abbreviations (example, Item Ledger Entry =ILE, Vendor Ledger Entry = VLE, etc). Makes searching for pages faster.