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Posted

1. When creating a new invoice, if the customer does not exist, the current version has an "add new" option which will allow you to enter a new customer. 

 

Rhett Buck

Exact Servers

 

 

 

Posted

5. When viewing an invoice, the print/pdf option is actually a save pdf, I would like to see a print option, then a option to print to a printer or a pdf

Rhett Buck

Exact Servers

 

 

 

Posted

7. Option to delete a payment is missing, this is needed if you make a mistake, and need to undo the payment, then correct and re-apply the payment

Rhett Buck

Exact Servers

 

 

 

Posted

8. Ability to make, edit and delete manual journel entries, these are needed for year end tax adjustments, sales tax adjustmnts and much more.

 

Rhett Buck

Exact Servers

 

 

 

Posted

9. Record deposits option missing, 

In this case of the test install, there is 450.00 sitting in 'Undeposited Funds' account... not sure how or why.

 

 

Rhett Buck

Exact Servers

 

 

 

Posted
data:text/html,%3C!d…D;%3C/script%3E:820 crbug/1173575, non-JS module files deprecated.
(anonymous)	@	data:text/html,%3C!d…D;%3C/script%3E:820
utils.js:86 Uncaught SecurityError: Failed to read a named property 'print' from 'Window': Blocked a frame with origin "http://jake.local:3001" from accessing a cross-origin frame.
setTimeout		
frame.onload	@	utils.js:84

 

Rhett Buck

Exact Servers

 

 

 

Posted

When paying bills, it pays them, but no option to print checks.

 

Rhett Buck

Exact Servers

 

 

 

Posted

Entering a bill for a vendor, puts the tax line catagory into Advertising & Marketing with no option to change.

Creating a new vendor should have a tax line mapping available to select by default what account this goes against for tax purposes.

You should also be able to edit this from a drop down, for a default vendor entry, and also for a bill entry, as it can be different, even for the same vendor.

Rhett Buck

Exact Servers

 

 

 

Posted

NO way to print checks for bill pay, or even manual check entry and print.

Rhett Buck

Exact Servers

 

 

 

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