Recent Topics
Login Process
It would be great if you could have the sign up process ask for my mobile or email as verification after I sign up and then take me directly to AccountingSuite. From here you could have the Getting Started WalkMe go.
Tracking Commissions
Is there a way to use Accounting Suite to calculate commissions for sales people? Thanks!
Please give me this feature!
more detail
Mass deletion
Is there a way to delete multiple transactions that have been previously imported during setup?
Being able to Enter Information in the Ship VIa information into the Sales Order (And have it carry over onto Pick List)
Hello, I see that ship via information is entered in Invoice not in SO. Is there a way to entered it in SO so our warehouse knows to separate between FEDEX or UPS shipment? Thank you
Have a mobile app that users could utilize for timetracking
Our users record their time on the go. A mobile application with this feature would be awesome! 1101353
CustomBooks System Status
We now have a system status page. View status information for the AccountingSuite website and our application. This link is also available from the front page of our Customer Success Portal
Cannot Enter Data into Ship Via Field
Cannot Enter Data into Ship Via Field
Discounts in Purchases
Herb would like the ability to specify discounts on the line items on the Purchases side
Offer the ability to set a margin in the price matrix that would control prices based on costs.
Herb would like the ability to set a margin for products and have the price automatically update based on the cost to maintain a constant margin.
Customization of fields in Customer / Vendor Central
Please allow for the customization of fields in the Customer / Vendor List in Customer / Vendor Central. I'd like to add address and city and remove price level and 1099 columns. TC/OMS -- JML
Integrate with shipping carriers like UPS, Fedex
It's be awesome if AccountingSuite integrated with Shipping Carriers like UPS, FEDEX, etc. for the purposes of printing out Shipping Labels and Packing Lists.
Be able to customize columns in list view
Be able to customize columns in list view.
Does CustomBooks integrate with Anderson Brothers Bank?
Hello, Does CustomBooks have a Cloud Banking integration with Anderson Brothers Bank? I'm not sure if I looked for it wrong, but I'm not sure if I was able to find this bank. The website is: https://www.abbank.com/ Please advise if I can connect this
Error Code 522: Bank Transaction Feed not working for some reason
Hello, My Cloud Banking Transaction feed is not working for some reason. I haven't changed my password or have done anything weird with my bank account. My transactions haven't came in since the 6 of June. It says some kind of error has occured. I
Adding Reimbursed Expenses for default chart of accounts
We love the software and setting up new companies. Any chance you can add 4500 as an income account for Reimbursed Expenses in the default accounts you give us. Much Appreciated! chameleon
Max Number of Customers that you can put into Customer and Vendor Central?
Hello Jay, Thanks for the prompt responses and listening to my feedback. It is definitely appreciated. A quick question for you. What is the max number of Customers I can put into my Customer and Vendor Central? I have a new business deal coming up
Can you add the ability to email Picking Lists?
Hello, Thank you for implementing the ability to email Packing Lists! I use this all the time to send to my 3PL partners. I wanted to see if there was a way we can implement the ability to email Pick Lists as well? Just wanted to bring up this idea.
Can we have a Print Form Set-up for Packing Lists?
Hello, I love how many options there is in AccountingSuite for Print Form Set-up. Can we have it for Packing Lists? That would be awesome!
Question on Multiple Shipping Addresses
Hello, I have a question. While entering customer information, I would like to have billing address and also multiple shipping addresses saved and pulled during creating sales order. Is this feature available? Please advise.
As a User, I want to show the Sales Order Number on the SO Invoice
Please allow an option for the Sales Order number to be on the SO invoice. This helps everyone in Operations know how to look up the order number.
Adding External Memo's on Shipments
Hello, When I email out a shipment, I want to be able to send customized Memo's to my customers providing them with instructions. I don't want to go every time to: Settings --> Print Form Set-Up --> Shipments each time to create a Custom External Memo.
Confusion on Save, Post, and Save and Post
Hello, I am not sure what the difference between Save, Post, and Save and Post are. I was entering items, price matrix, and adjusting inventory. What are the differences between Save and close, Post, and Save icon? - Does 'Save and close' means not posted and
Saving Internal Messages Per Customer in the Customer and Vendor Central.
Hello, I like how you can create External and Internal Messages for customers within Settings. I love how specific it is for: Quotes, Sales Orders, Shipments, Invoices, etc.. Not sure if this is too much to ask for, but is it possible to save Specific Messages that are saved for each of my Customers? Just wanted to propose this idea, I think it would be super awesome!
Can Preferred Vendor be automatically be populated when creating a Purchase Order?
Hello, I love how through AccountingSuite, I can save: -Internal Item Number -Reorder Point -Preferred Vendor -Vendor Item Number -Description. What I love most specifically is the ability to set a preferred vendor and list their internal item number so they know what I'm referencing when I create a Purchase Order. My idea is: 1. When I add an item that has a preferred Vendor, my preferred vendor is automatically populated in the Vendor Field. 2. When I create a Purchase Order straight from
Does CustomBooks work on Mac?
I use AccountingSuite on a Windows Computer and it works great! I want to add a business partner as a user, but they only have a Mac Computer. I don't want to buy them a new computer. Does AccountingSuite work on a Mac Computer? Please advise.
Can you add the ability to email shipments?
I would love the ability to send the packing list for my shipment via email to my warehouse that's in another city.
I want to know the status of each item's condition when it's in inventory and as it goes out.
I provide rental and service of my lights and other rental items. Not everything that goes out comes back in good condition. When I receive it back, I can't have it as "Inventory On Hand". I would like to know "I have a Light on Hand, but it has a
Removing Discount on Sales Orders/Invoices
I think it would be a great feature to remove Discount on Sales Order and Invoices. That way customers that I don't give Discounts to won't get curious if I give Discounts or not. It would also be a good idea to toggle between if I want to keep the Discount field or not. Possibly have a button in the C/V Central allowing me to check if I want to include Discount on the Sales Orders/Invoices. Just an idea that would be an awesome feature. Thanks.
Getting Automatic Emails with Reports
How cool would it be to Automatically have a specific report sent to me every Friday? I think it would be a good idea to have Reports sent to me once a week. I want to have have the Report sent straight to my email. That way I can stay on top of my
In Create Shipment, there should be a field to Enter the Sales Order Number. When creating a shipment, the order should not be looked up by the Customer Name.
In Create Shipment, there should be a field to Enter the Sales Order Number. When creating a shipment, the order should not be looked up by the Customer Name. Just think how long it would take to look up customers with Similar names. EX: James Smith, James J Smith, James John Smith, John James Smith. So much room for error, and even if the Customer and Sales Order is matched up, tons of time is wasted. Orders need to get out in a timely manner! The shipment should be created by typing the Order
Can't connect San Francisco FCU to my Cloud Banking
Can't connect my bank San Francisco FCU to my Cloud Banking account. My bank is listed. When I try to connect, it asks me for my Login ID and Password. I am 100% confident that my User ID and Password is correct. It then asks for my "Registered Email
How to handle foreign currency with a new vendor
I'm setting up a new vendor and they are overseas in Europe - so Currency = Euro for that Vendor. Is there a way to set this up so the transactions for that Vendor default to the Euro?
Sort the Pick List by Weight
As a suggestion, it would be awesome to have the Pick List sorted by weight. The heaviest picks, would be first. This is how most order pickers pick, they put the heaviest items as a base. They put the heaviest items as a base, and put the lightest
Future Dated Warehouse Transfer goes through Automatically
I'm not sure if there is a use case for this, but I entered a future date on a Warehouse Transfer. It transferred the inventory automatically at that exact moment.
Pick List on a Cash Sale
It would be great to be able to print a pick list on a Cash Sale. That way a customer can order from the counter. From there, somebody can go in the back and pick the order for the customer.
Invoice Customization
It'd be cool if you could customize the invoices.... any plans to do that?
Add the ability to attach a document to an invoice
We like to attach a detailed report to our invoices, and the ability to upload this and have the ability to email it when emailing the invoice would be a great feature. 1101353
Add Terms to the Sales Orders
It would be nice to have the sales terms on the sales orders.
Allow for the adding and editing of the FOB drop down.
It would be nice to be able to add entries to the FOB and change the ones that are there.
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