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Features (61)
Enhancements (211)
Add 'Invoiced to date' and 'To be invoiced' columns to Sales Orders page
New columns available on Dynamic Tables for 'Invoiced to date' and 'To be invoiced', allowing you to view this information for each job in your results.
2
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in progress
6
Edit Purchase Order Template
Our supplier is currently getting confused by having 2 different PO numbers. They are unsure as to which one to use as a reference.
1
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in progress
7
Dynamic Tables content in Sales Order Export
Include custom content generated via Dynamic Tables to be included in exports.
2
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in progress
4
Include Product attributes (Part numbers, accounting codes etc.) in Product Catalog search
Make the product catalog search be able to recognise part numbers
3
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in progress
8
Include labour / team members in search when adding line items to an order
Currently when using the search function to add line items to an order, labour types / team members aren't included in the search results. This means that adding labour to a job is more manual than adding materials and products.
2
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in progress
1
Display clearer feedback on file size limit when sending emails with attachments
Would be good when sending quotes and invoices to show the limit on the attachments and advise when over the limit. As previously mentioned it would also be good to have it let you know when emails bounce but I understand this is more complex than what you'd think.
3
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in progress
3
Allow actual quantities to be entered without altering job profitability
For use cases where you want to adjust the quanities used (I.e. remakes etc.) on a job without impacting the invoice value or job profitability
3
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in progress
1
'Total' and 'Average' values on the main Sales Orders (Dynamic Tables) columns
Toggle on/off 'Total' and 'Average' values for each column on the main Sales Orders (Dynamic Tables) page.
4
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in progress
1
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