Request A Feature

The reminders will be based on the follow-up time set for each lead and will appear in the notification section for each lead assignee

Is it possible to add a Search Bar where we can search with Document number ? It would be nice :)

I would like to land in dashboard and seeing charts and graphs of my this month and as well all time financial stats. I would also like filters to view through

"I have some 100 Purchase orders with the same vendor, and want to search for one where the vendor has requested item XYZ. So searching for XYZ should show the purchase order with that item in it." - User Request

Enable feature to View/Update Scheduled Date of an invoice/quote etc. I don't have no idea about which date I have scheduled an invoice. I want to be able view, edit it and cancel the schedule if needed.

Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

In client's details page, where we can see the invoices, I would like to see how much total revenue I have earned along with total expense done for that particular client.

I DONT SEE WHERE THE INVOICE IS AUTOMATICALLY GENERATED WHEN PAYMENT HASNT BEEN RECEIVED BY DUE DATE ....A NEW INVOICE SHOULD BE AUTOMATICALLY GENERATED WITH THE TOTAL PLUS THE OVERDUE OR LATE FEE.

Hi, i have different clients and i want different invoice number for each of them to repeat each month , like AA0001, BB0001, and when they repeat its , AA0002, BB0002

In the attached Bank Account Entry , the Entity name is Missing which makes it difficut to tally the entry wrt bank statement. When we click the entry it show the ENtity name but if i have 100s on Entries i cannot go on clicking 100 Times just to know the entity name!