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We ended up putting another server in front of the FA machine that meets their requirement, then log in to FA from there. Makes me log in twice but meets their demands ...

Our parent company has given us until Dec 31 2021 to comply with their security guidelines. Account Security is a major part of their focus, and we will not be allowed to use FA after that date if the login is not case sensitive.

This SUCKS.

I've build into FA for many years and it's great for us. The learning curve of a financial package is extreme and we anticipate many difficulties during the transition.

PLEASE FIX THE LOGON SECURITY OF FRONTACCOUNTING SO WE CAN CONTINUE USING IT!
The security team states there are other vulnerabilities in FA but that they can be remedied by firewall magic. The login security is a show stopper.

Thanks for your serious and timely consideration.

How does one print such error file?

We also cannot print purchase order. It makes a star swirl on the screen for a second and then does nothing.

Direct supplier invoice seems to work.

Sorry for my delay in reply.

To make it clear, I have no problem with what to do once the payment is received. The issue is how to invoice for a deposit. The post referenced starts the process after an advance payment is received.

I need to be able to invoice for the deposit amount before the job begins.
I can't make a sales order and convert it to an invoice as that assumes the job is complete, and there is yet work that may have to be added to the invoice.
The invoice for deposit has to be for the total of the deposit and nothing else.

The way I handled it this time, I created an item called Deposit for work to be performed, and set it as a tax exempt charge with an editable description. I made a direct invoice for the deposit itself, with a Deposit line each referencing each quotation (there are 3 quotes in this instance) so the total deposit was the bottom line.

It got the invoice to them, but this is not done correctly and makes questions like what if they want to have a receipt for the deposit, how do I apply the payment to the actual work invoice ...

So the process I need is to create a quotation, generate an invoice for the deposit, take the deposit, generate a receipt for the deposit, start the job, do the job, adjust the parts and labor for the actual amount, close the work order and invoice the balance.

I can handle all of it except to generate an invoice for the deposit.

Thanks in advance, I hope I was more clear on my need and capability.

I just struggled with this and now my invoices show the county and state tax separately. Not necessary, but makes paying my sales tax easier.

Im in USA so it is State, County and *some* cities.

Set up a tax type for each county and state you do business in.
Then set up tax groups as appropriate. Fr the simple setup, I have A sales type called State - FL, and several county sales tax types. So for say Orange County, FL the group has State - FL and County - Orange assigned to it,

Then in the CUSTOMER setup under their branch, select the appropriate tax group. IE Florida Orange etc.

When I do an invoice now, it shows Sales Tax - FL and Sales Tax - Orange as separate lines.

I know this is an old thread but it was a task and I thought it might help some people I send here.

New users get intimidated by what *looks* like outdated information
Screenshots are different from the version they have
instructions from older versions leave user wondering if it is current for their version
So they ask questions in the forum ...

I have this same issues with other wikis I'm involved with. Not enough time to rebuild instructions every time a screen is changed or new version released.

Perhaps a tag on each page "Applies to versions xxx - xxx"

In any case, a big task and ongoing. No easy solution. Perhaps charge someone with regular updates? I do this for two sites and it's a lot of work at upgrade time.

Maybe? Thinking the reverse of this would solve my issue I followed a simplified version of your instructions ... backed up, manually incremented the reference in a live invoice and processed it, printed a statement and ... back on track!!

I must have backed that up one number thinking I would fix an invoice. So I incremented it to match the expected number on the statement and it did.

Odd, changing the reference to {100} did NOT change the invoice number ...

Thanks, I'm able to match invoice numbers on my statements now and that's what I needed.

Thank you very much. I don't think I understand your directions, and I don't want to assume anything since I'm new to this.

I found the database that cPanel assigned to FA, and the sys_prefs table. Use PHPMyAdmin to add these? In any particular order?

I found This Page but I'm unsure what to update.

Sorry for my ignorance but I need just a little more detail.

Can you post a link to the 2.4.7 changed files here as well?