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Canceling a purchase invoice that originated from a purchase order, also revert the qty to invoice on the PO back to its originating amount


We have had cases where staff has posted the wrong (QTY to invoice) from a purchase order such as posting only 10 when it should have been 100. We can cancel the posted purchase invoice, but when they go to repost the correct amount they only have 90 available to invoice. Would be nice to post a ...

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Category: Purchasing (378)

STATUS DETAILS
Completed

Add Unit Volume field to purchase documents.


We use the field Unit Volume, and would like to to be on screen during purchasing documents. This field is available in the sandbox company and works great, but its not available in the personalize option in the regular company file.

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1 Comments

Category: Purchasing (378)

STATUS DETAILS
Completed

Sales tax collected report to show invoice number when using the unrealized tax option


We use the unrealized tax option. The sales tax collected report shows the customer's payment number in lieu of the sales invoice number. Some customer checks will pay for 50 invoices and we have no idea which invoices the sales tax lines are referencing. We are currently hand writing in the invo...

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Category: Geographies and Localization (303)

STATUS DETAILS
Completed

Add ability to have DBA name and legal name so IRS 1099 vendor reports are legal.


Just completed year 1 on 365BC. Accounting went to run 1099 reports for vendors we are required us to have our legal name on them. We have our DBA name in the company information so transactions all across our business are recognized with our vendors and customers. possible work around is changin...

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1 Comments

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1 Comments

Category: Geographies and Localization (303)

STATUS DETAILS
Completed