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Accounting

  1. See Credits in Group Payments

    I would like to be able to see credits available to apply when applying group payments.

    15 votes
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    Voting  ·  2 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  2. Report for where credits have been applied

    We need to be able to find where open credits are applied. We need to be able to see and send to customers where their credits have been applied especially with COD customers who may pay their invoices and have credits "floating" that we applied later.

    10 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thanks for your suggestion, will pass the status to voting.

    Thanks again,

    The Komet Sales Team

  3. Waste of paper

    It would be great to have an option to take the report explanation off of the payment history. The explanation is so long that i often have to print two pages to get the total

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thank you for your suggestion. A few more votes and we can get this rolling.

    Thanks,

    The Komet Sales Team

  4. Ability to Apply Partial Credits

    There needs to be a way to actually take a partial credit, not all the time does a customer want to apply the full amount, they want to be able to apply different amounts to various credits.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thanks so much for your suggestion. Your opinion is very valuable to us. Will proceed to change the status to voting.

    Thanks,
    Komet Sales Team

  5. Additional messaging on Statements

    We often find that we need additional messaging placed on Statements: "Due to processing delays, we were unable to run your..." and similar.

    This would be a dynamic add, perhaps at the time of generating/sending Statements the system could prompt with a List of Values (LOV) set at the Global Settings or free form text that would then be placed on each statement.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi Chris,

    Great suggestion! Hopefully, a few more users vote on the idea so we can evaluate it for development.

    Thanks a bunch,
    The Komet Sales Team

  6. Credit posting process

    Komet should offer a way under the payment screen to allow us to manually apply or leave a credit open for the customer to take on a future date.

    As it is, if a customer does not take the credit at time of payment, we must leave the receive payment tab, go into the credit summary tab and re-open the credit, then back into the receive payment tab again to close the payment, then back into the credit summary tab to re-approve those credits so they are available to the customer on future date. If a customer has several credits…

    4 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, Rebecca,

    Thank you for your suggestion. As you mentioned, at the moment we don’t have such feature. When a credit has been applied to an invoice that has not been paid, the system will deduct automatically the value of the credit. At the moment, the payment has to be received first, in order to use a credit in any other invoice.

    We will proceed to change the status to voting for now.

    Thanks,
    The Komet Sales Team.

  7. Standalone Products-Option to include productos

    Standalone credits need to have the ability to be associated to products. There are scenarios where we need to create a credit for products, but not apply it to specific invoice

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thanks so much for your suggestion. Your opinion is very valuable to us. Will proceed to change the status to voting.

    Thanks,
    Komet Sales Team

  8. Option to upload vendor credit memos into the system

    It would be great if there was a place where we'd be able to upload vendor credit memos. Just like in the PO reconciliation screen where you can upload a file of the invoices, it would be nice to be able to upload the file of the credit memo from the vendor somewhere.

    3 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thanks a bunch. Will move the status to voting.

    Thanks,

    The Komet Sales Team.

  9. Finance Charge

    I would like to see the Finance Charge option to include a period for 45 days.

    3 votes
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    Voting  ·  0 comments  ·  Finance Charges  ·  Flag idea as inappropriate…  ·  Admin →
  10. Develop a setting that will automatically send out approved credits at a certain time of day, similar to the setting for invoices.

    Develop a setting that will automatically send out approved credits at a certain time of day, similar to the setting for invoices

    2 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  11. QC / Vendor Credits & PO Reconciliation.

    Need to be able to have control the vendor credits. For the accounting processes and for the credits applied on QC, to show on the PO Reconciliation screen in the Invoice Summary (After clicking inside of the invoice number) with a seperate column that could state Credits Applied. As well as having the credits to show up on the PO Reconciliation report like it does on the AWB Liquidation report.

    2 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, All,

    Thank you for your suggestion and feedback. Will go ahead and proceed to change the status to voting so that others can vote.

    Thanks,
    The Komet Sales Team

  12. Email notification for customers added or removed from credit hold

    The system should email notifications to the sales reps and sales manager when a customer has been placed on hold.
    This happens for credit limit changes and I think we should have it for customers placed or removed from credit hold.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, Jason,

    Thank you for your feedback. As you mentioned, at the moment for customers place on hold, no notification is sent out. We see that this could be very useful as well.

    Will proceed to change the status to voting.

    Thanks,
    Karina

  13. Mass unapply (roll back)

    We would like a way to perform a mass unapply in situations where an Auto-Apply has been done on a A/R transaction.

    Currently, each entry would have to be done manually.

    2 votes
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    Voting  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Due Date Field To Statements & Financial Reports

    It would be very important to add a column with a field for Invoice Due Date for the statements and reports. Having this field will help out with the follow up the current debt of each customer.

    This will also help to keep track of every invoice in order to maintain their A/R up to date. on behalf of Maria Fernanda from Royal Flowers

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Account Statements

    It would be great if you give the option to download statements individually but in a massive way. one PDF per customer but just clicking once. It can save time than doing it one by one.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Confirmation Audit Trail

    Just like the "hover over the status icon" of an order for voids to see who voided the order, it would be awesome if when hovering over the icon also can show who confirmed the order.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for the suggestion Marcos. That sounds like a good feature.

    We have moved your suggestion to “voting” so that other users can support it and share their thoughts.

  18. it's about having the Send email Button on the Credit Summary screen just as it is on the Order Summary screen.

    it's about having the Send email Button on the Credit Summary screen just as it is on the Order Summary screen.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Prior Periods Access-Accounting Only

    There should be a way to open past periods for Accounting Only not allowing sales etc. to make modifications. This could be accomplished either through permissions by login or through a login permission that would then require password verification for each modification made.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Payment Date & Payment Method Fields

    It would be great to have the option of selecting to "hold" same Payment Date & Payment Method fields until all payments for a specific day are posted. It creates unnecessary and involuntary mistakes having to enter both fields manually for every single payment, especially when posting over 100 check payments, credit cards, ACHs, etc., daily. It would save a lot of time as well...

    1 vote
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
    Voting  ·  cs responded

    Hi, Everyone,

    Thank you so much for your suggestion and for the extra clarification. At the moment, this is not available, however, will leave the status to voting for others to vote as well.

    Thank you,
    The Komet Sales Team.

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