General
61 results found
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Duplicate/Copy an Invoice
Be able duplicate/copy an invoice multiple times.
8 votes -
Tax Reports - Quarterly and Year End
Quarterly and Year End Reports - I would like to be able to generate quarterly and year end reports. I use this and then send reports to my accountant, and he runs taxes. Basically I need to run reports based on both when the invoices are issues, as well as when the invoices are paid (which is how I process my finances for taxes) So, I can set up my year end date, which would allocate Q1, Q2, Q3, Q4. and I can run a financial report for Q1 -2013-paid, which will show all invoices, line by line for invoices…
10 votes -
Client Reports
The ability to run a report for a specific client. Right now, the closest thing I can do is run a report for all clients. I want to generate a report that is specifically intended to send to that client as a reminder of outstanding invoices, dates due, amount due per invoice and total. Again, This is a report intended for practical usage and to send to a client.
9 votes -
Report Generator
- Total sales for a date range
- taxable sales in a date range
0 votes -
Multi-Currency Support
For products sold to different countries in different currencies i.e. US$, HK$ and Japanese Yen.
8 votes -
Don't print open/unfilled fields
Don't print unfilled fields (i.e. in the address) on the invoice and quote statements.
3 votes -
Current Invoice Aging Order
The order is mixed up. In my case; 60/30/120/90 days.
1 vote -
Add Tax Number to Invoice
Add the Tax number under the last line of the client address. Draw the line under 'Bill to' across the page and put the TAX number next to the address under the invoice and date column
5 votes -
Track invoice sales person
Generate the invoice per sales person and do a report of their activity and profit margin
22 votes -
Email Quote template isn't working
The Email Quote doesn't show the correct subject/body in the email.
0 votes -
Allow more than 2 decimal places
Something like: 0.395 instead of 0.40
4 votes -
Save window size - don't maximize to full screen
For a big monitor we don't want Invoice Expert to take up the entire screen.
0 votes -
Allow bulk emailing of invoices
Clicking on 'Recurring Invoices' then 'Currently due invoices'.
Making sure the boxes are checked in the 'select' column.
Clicking 'generate recurring invoices'When I do this, they disappear out of the list of invoices that are currently due. However, nothing is ever emailed out.
6 votes -
4 votes
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Invoice due date doesn't automatically reflect payment terms
You have to manually click the "Invoice Settings" tab and select the payment term from the dropdown to update the due date.
0 votes -
4 votes
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1 vote
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Be able to create a PO from a quote
Create a PO based on the cost of the products in the quote.
0 votes -
Add details to Vendors
Would be useful to store vendor website login and password information
0 votes -
Multi-User Access
Password protect the program with user privileges so that only certain users can change the inventory level and see the purchase prices.
18 votes
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