Accounting
33 results found
-
Additional Charges
Komet allows an additional charge to be credited multiple times.
1 vote -
Payment History
Payment History Screens
1 vote -
"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
-
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 -
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 -
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 voteHi, 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. -
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
- Don't see your idea?