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4 results found

  1. 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

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    1 comment  ·  Reports  ·  Admin →
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  2. 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

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    0 comments  ·  Reports  ·  Admin →
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  3. 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

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    0 comments  ·  Reports  ·  Admin →
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  4. 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

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    0 comments  ·  Reports  ·  Admin →
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