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Account Management (20)
Automations (40)
Calendar (33)
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Customers (46)
Decoration Pricing (4)
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Expenses (4)
Fulfillment (16)
Integrations (22)
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Products (26)
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Quotes/Invoices (185)
Receiving (21)
Reporting / Analytics (42)
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Quickbooks (4)
Improved Payments Analytics Reports
The ability to look at a month by invoice date and see all payments associated with those invoices and the payment type. All of this info is already tracked but there isn't a report that provides this functionality. A snapshot or downloadable excel report would make it a lot easier than having to go through each invoice to see payment method.
9
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planned
89
MARK INVOICE AS ORDERED
Please make an option to "Mark all line items as ordered" so we don't have to manually move them all manually. This will help the new receiving feature tremendously
1
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planned
29
Reporting Merch Store Sales
I think it is crazy that these stores show up as a discount when running any report. It isn't a discount these are sales and should be reported as such. I should have to pull it into excel and change things so that I can accurately see my sales. I use QuickBooks instead for reporting because of this.
5
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planned
46
ACH Payment Override
When setting a payment limit for CC, would love an option to add CC fees and offer CC payment option on a case by case basis.
4
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planned
20
Payment Processing
If a payment is still processing the invoice should not say PAID. It should have a PENDING PAYMENT status or something to that tune. If something is marked as PAID it could get shipped out or picked up when the order is in fact not paid.
9
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planned
56
Drop down email list for Payment request
When I want to send a payment request to a customer, I wanted it to go to the AP email not the customer email . Since we enter the billing information and it allows for a different email We should be able to choose which email we’re sending the request to.
6
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planned
117
Search Bar in Recieving
It would be nice to be able to search for specific PO's or Invoices in the Recieving area via search bar. As of now you have to scroll through all the incoming orders. Also if you go to an open invoice and click "view in recieving" under line items, it doesn't take you directly to that order in recieving, just to the general recieving area.
2
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planned
29
Purchase Orders view/edit permissions
We have a warehouse team that checks in our gear and we'd love to give them a user to just view the purchase orders so they can say when orders arrive and that's it.
3
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planned
18
Payment information on invoice
Please put the payment info on the paid invoice. Check, check #, credit card, paypal, etc. I have to go in and look at each one to get the check number or find out how it was paid.
6
·
planned
88
Payment Options
Can there be a button to ask for a half deposit and one for a full deposit?
3
·
planned
24
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