1 Topic by jeskremer

(2 replies, posted in Accounts Receivable)

Is there any way to set the auto date range to a longer range in the search function?  I was digging through the config file, but couldn't locate anything.  I am having to broaden the search range constantly to reach back to where I need to start looking.

Additionally, if anyone has ideas on searching by order total payment amount due, that would be really helpful as well.  We sometimes have a check show up with just a dollar amount and a different name than the actual business name.  It takes quite a while to dig and find some of these.  Would be great to search by total.

Thank you all for a great Open Source accounting program!  Dumping QB was a great feeling this year.

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2 Topic by jeskremer

(1 replies, posted in Accounts Receivable)

Any thoughts on how to easily create monthly compounding interest invoices for late customers... or is the best way to just do it manually?

It takes a lot of man hours to do it manually with dozens of outstanding customers though.

Thanks!

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3 Topic by jeskremer

(1 replies, posted in Jobs wanted/offered, non-free offers)

I have been trying to figure out how to duplicate Sales Invoices so they don't have an "auto" number, but create a new number.  We have recurring customers from year to year who edit quantities slightly.  It would save tons of time and hassle if we could just duplicate a previous Sales Order from the past year.

I learned it is possible with a Direct Invoice, but not when starting from the Sales Order point in the ordering process.

I am willing to pay someone to help with this.

Thank you!
Jesse

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4 Topic by jeskremer

(0 replies, posted in Banking and General Ledger)

I have followed this topic: https://frontaccounting.com/punbb/viewtopic.php?id=5763 and read through the Quick Entry wiki several times, but can't quite figure this one out.

I have a Quick Entry for payroll.  It works fine for salaried employees, but hourly employees who have fluctuating negative tax amounts cannot be edited when I use Quick Entry.

It always has a warning about amounts less than zero or negative.

I can go in and edit the original Quick Entry and adjust the negative amounts, but when I go into a new Quick Entry post, it will not let me adjust the dollar amount that is negative.

Any suggestions?

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5 Topic by jeskremer

(2 replies, posted in Accounts Receivable)

I often send a link for someone to make payment after creating a Sales Order, but for whatever reason, all of the customer info: phone, address, etc. is shown at the bottom of the Sales Order page, but Email is not.  Is there a way to add that so after I am done I do not have to go find the contact in the Customer tab so that I can locate the email address?

In short, how do we add the email address to be visible on the Sales Order page?

Thank you all.

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6 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Interesting.  I haven't received the date error message lately, but now I don't get it copying at all, but rather, showing a page with no data and a "Back" link.

I did try your suggestion of changing the Ref number.  That didn't seem to help.  I still get the "Back" link with no new sales order when I click the "Copy" button.

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7 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

I did get all of this code inputted, however, when I copy a Sales Order, I get the following yellow caution bar at the top:

Missing refline context data: 'date'

In the Reference Number box, I also get this: YYYY-0001

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8 Reply by jeskremer

(4 replies, posted in Items and Inventory)

Perfect.  Thanks!

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9 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Thank you!

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10 Topic by jeskremer

(0 replies, posted in Accounts Receivable)

Does anyone know how to make a finance charge on an overdue invoice so that I can print a statement and mail it? 

We have multiple customers that we need to do this for on a monthly basis.

Thank you.

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11 Reply by jeskremer

(4 replies, posted in Items and Inventory)

OK.  Figured the one out in a round-a-bout way.  In phpMyAdmin, I just downloaded the Item List to get all of the SKUs.

I still need to be able to see more than 10 or so customers or items when clicking the magnifying glass and the pop up opens.  There is no way to scroll or select next to see more.

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12 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

I was doing some looking at the code tonight and can't quite figure it out.  Obviously with this code posted previously by @trafficpest, we're copying an order from the "Customer Transactions" tab.

This is working great, however, we have one little hiccup.  I was trying to see if I could do the following from the Sales Order Inquiry screen or Customers tab:

Copy a Sales Order so that it gets an actual unique reference number instead of auto.

What you are doing now works great, except that, we are really close to getting a software called ShipSync to connect to ShipStation and post tracking back to Front Accounting.  The problem?  It does need a unique reference number or it won't work.

It is working great on unique and new orders, but if we start copying orders and only getting auto, it won't work.

We have dumped Quick Books for your software and are really excited to get this fully implemented in our business.  I think there is a HUGE market for Open Source programs like this.  I'd even be willing to pay someone a few bucks to help fine tune the end product for us.

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13 Topic by jeskremer

(4 replies, posted in Items and Inventory)

Maybe I'm missing something, but I have a two pronged question:

1. Is there a way to print an list of all of the items and their SKUs and even the Kits?

2. Is there a way to view more than 10 items, kits, customers, etc. when clicking the magnifying glass?  It is sometimes difficult to search when only 10 pop up.

Thanks!

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14 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

I also noticed that it does not create an actual reference number.  It just calls it "auto".

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15 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Yes, that is correct.  We get an order, schedule delivery, and then invoice.  Thus, the need to replicate the Sales Order end of things first.

I have been using this for a little bit now, but still can't find a duplicate button for Sales Orders when I query them.  There is one when searching customer transactions for the Sales Invoice and Delivery Note, but nothing next to Sales Order.

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16 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

I did try this and it works great for Direct Invoice.  What would you recommend adjusting to replicate a Sales Order?

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17 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Oh, awesome.  Thank you!  I was getting ready to find a programmer.  I'll give it a try.

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18 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Yes and no.  Every customer orders different items.  Every year, the customers adjust the quantities of their items.  If I use the template option, I would have to have a template for every customer that does repeat business for me rather than just being able to duplicate and edit a prior Sales Order.

As an example, we sell diplomas and graduation products.  They order annually, but every customer orders different styles, colors, etc.

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19 Topic by jeskremer

(20 replies, posted in Accounts Receivable)

I have looked at the template option, but don't think that will work.  We manufacture a product that all of our customers order annually.  In QB we'd been opening an old order and copying it so that we didn't have to enter every line item every year.  Is there any way to do that in FA with Sales Orders?  We're almost ready to go live with this, but have a few snags to iron out yet.  Thanks!

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