Accounting
33 results found
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Send credit card additions or edits notifications to other roles besided the salesperson
Right now, credit card additions or edits on file are only notified to the associated salesperson of that customer. If a credit manager is responsible for realizing cc orders, they will not have visibility. They perhaps will not send an order if they cannot communicate with the salesperson to confirm if the credit card was added.
0 votes -
For company custom payment methods make the receive payment a default value
For company custom payment methods make the receive payment a default value (same amount as invoice) when they are confirming an order (with the ability to make it greater manually), when the "Require Payment Upon Confirmation" option is activated
0 votes -
Match Order Entry >> Order Summary - Export details and Export to Excel
Make this to reports match, currently they don't because the additional charges and taxes are not included in the Export Details report
0 votes -
Be able to export AR >> accounting invoice summary report in Excel
SF CASE(123022)
Estimados en este momento las facturas contables se descargan en word,Para mi sería de mucha ayuda si me ayudas a que se descarguen tambien en excel , ademas del word
0 votes -
Add the option to send refund proof via email in A/R screen
There is no option in A/R > Payment History to send proof of a refund via email to customers.
The suggestion would be to include a Send Email option under actions for refunds.Not having it creates more effort for the client as they need to filter their search to the day the refund was made, generate a report and then send an email manually.
The report will include any payment information from the same day.0 votes -
Aging Reports
This idea is to manage feedback from users referring to the Aging reports.
Initially, there is a suggestion/request from a customer to add the customer information in the Aging by Salesperson report. (currently it only appears in the Aging report but not in the Aging by Salesperson).3 votes -
Discounts
This idea is created to gather all the feedback and suggestions got by customers related with discounts.
1 vote -
Grower Token
Idea to identify all the suggestions and improvements in the grower token accounts
1 vote -
1 vote
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Applied Credits
In the Payment History Screen, in A/R, there are 2 fields in which Applied Credits appear, but these 2 fields refer to different Application of Credits and cause confusion.
14 votes -
New Statements
This idea will include all the feedback related to the new statements, released at the beginning of 2023, and being the only option for our clients from July 1st/2023.
8 votes -
Mass Updates/Confirmations
The customer would like to have the option to do a mass approval for POs in the AP > PO Reconciliation screen. We do have an option for massive mark as paid and they would like something similar to approve the invoices pending for approval.
The customer informs their AP department has to approve in just one week about 2000 POs one by one, and that is during the slow period so it takes a long time to do this process for them.
3 votes -
Additional Charges
Komet allows an additional charge to be credited multiple times.
1 vote -
Payment History
Payment History Screens
1 vote -
Rounding
Rounding related issues, ideas, feedbacks, suggestions
2 votes -
"ship date" vs "invoice date"
at the moment of creating an invoice "Ship to" is same date as "Invoice date"... it should be different as it's confusing for Customers
1 vote -
At credit summary, under the actions button an option for sending credits massively
at credit summary, it will be a good addition that under the actions button an option for sending credits massively be displayed, this will save time and add value to a button on the screen that currently is just being there with no functions.
1 vote -
1 vote
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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.
2 votesThank 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.
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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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