AR Invoice Lines – Sort by Job ID

What I am doing can have 50+ jobs being invoiced on different days during the month, so it would be a lot of work trying to move them around. Jobs are invoiced by sub-job only unless there is only the parent job. What happened that brought this to my attention was a Job received on one date had 4 sub-jobs to invoice. On a later date, the invoice was received again, this time with a 5th sub job added. Not realizing I had already invoiced these, I proceeded to add all sub jobs, but 2,3,& 4 would not pull in, only sub 1 and sub 5. I looked into why and found I had already invoiced 1-4. I'd like to…

AP Payments – Voucher Selection

AP Payments using the Complete Non-Check Payment button if you have multiple Vouchers for one Supplier they have to be added one at a time - The enhancement Request is to add an Add All button

Alert for Cash On Delivery Clients

There is no alert when a customer is COD from the begging of the entry of the job to invoicing the job. We currently have found a way to use the expense code for an alert but it is easily missed and once you put an expense code in, it becomes difficult to delete it. Meaning the customer could change from COD to Net 30 terms after some time and when you go to delete the expense code you get a message telling you it can't be deleted for one reason or another. You can't disable the expense code because the user also uses another expense code for a prompt that the customer wants their invoice emailed etc.

PrintStream Table Synchronization – Needs Additional Data Synchronizing

The customer is frustrated that although the Customers can be sent to PrintStream using the PrintStream Table Synchronization, the Contacts that are linked to a CUST ID that is set as 'Available in PrintStream' are not sent over.  Customer has voiced that extra steps that are required to get the Contacts from Monarch and imported in PrintStream should not be necessary.

iQuote prospect mapping to Monarch Customer

The ability for an iQuote customer with a status of Prospect to create a customer record in Foundation that is also designated as a prospect through the CustomerPartyMaster BOD message using the CustomerType attribute.

AP Supplier 1099 Report

Allow the user to simply enter the date range for the report. An additional suggestion would be to allow the user to enter a threshold ($600 for example) and have the option to exclude suppliers that are under that threshold and don’t need a 1099. Could you please put that in as a suggested future improvement?

Checkbox for AP Supplier 1099 Report

Add a checkbox next to the AP invoice line that can be selected if the expense should be added to the 1099 report. Some expenses should not be on 1099, i.e., hourly rate expenses.

Cost Sheet Print

Absolutely love the new feature that allows you to add cost sheets to print by Invoice Batch. Could another enhancement be made to do the same thing but for a Job Closing Batch?

Display Total Selected for AP Payments

The client would like the total AP payments selected in the bank reconciliation program to be summarized at the bottom of the screen, similar to the deposit reconciliation.