| Allow adjustment of accrual dates |
| Invoice "Get Previous Details" |
| Consolidate pickup/delivery into Freight Terms |
| Setup for Credit Card Processing |
| Code for Tax Reconciliation Screen |
| Restrict Customer Combo Box Selection by Customer Location by User Location Restrictions |
| Service Charges - Process all accounts to current |
| Create a report reconciling to the accrual balance |
| Sales Pricing - Max Price/Price Level Contracts |
| Hyperlink to Comments |
| GAP - Company Location GL account hierarchy versus company configuration |
| HDTN-179143 - Convert AR/PO/SO/Inventory - Improve error message |
| Tax Codes code report: Add destination address to tax grid |
| HDTN-172826 - AR Conversion Project - Convert Sales Company Configuration |
| AR Screens - should consider Effective Date in pricing levels to pick the retail price |
| Hyperlink for records on Prepaid and Credit Memo |
| Invoice > Tank Delivery default Site # |
| On SO and Invoice, need to add logic for license and applicator |
| Add Customer No on Various reports |
| Invoice: Additional Balance field in Invoice detail grid |
| Invoice screen - Option to select OTC and ICT in invoice screen |
| Tonnage Tax Report - Add Ton calculation column in Tax Report Grid |
| Add Unforgiven Option in Service Charge invoice screen |
| Add default payment method to Receive Payments Detail |
| Add Import Invoice Log screen for Origin Invoice Import |
| Disable Email button when an invalid email address exists |
| Improve Batch Printing Process |
| Sales Order > Add Details to Grid |
| Change the position of the quote button to make it more user friendly |
| Remove print confirmation |
| Process for NSF checks |
| Add fields to Sales > Customer Entity Grid |
| Add a progress bar on Import Transactions From CSV |
| Need Indicator in Invoicing to show if the Invoice was e-mailed |
| Rename Sublocation and Storage Location to Storage Location and Storage Unit respectively |
| Add field for quote on SO and Invoice |
| Add Payment, prepayment, and discount information in the total section of invoice print |
| Invoice - Do not reset items if new customer selected |
| CAB - Add "On Account" button in POS payment screen |
| CAB - Auto fill payment amount when payment type equals Write Off |
| Add Details tab in Sales Order and Invoices screens |
| Auto apply checkmark in "Apply Budget" when customer is Budget Customer |
| Expand customer search feature |
| Add Active Column in Customer Grid |
| Conversion - Change invoice service charge conversion |
| Add Opportunity to Quote (link back to CRM Opportunity) |
| Create Link from Sales Order to Quote |
| LOB in Quote |
| Use Energy Trac Payment number as Receive Payment Number |
| Enter Payment Details > Sort by Due Date Ascending |
| Receive Payment Detail / Invoice search / Aging Reports - Performance |
| Change entity type when quote is won |
| Add to admin user the ability to duplicate Letters to change the default verbiage to customize the dunning letter |
| Additional options to Tax Report |
| Sales Order - Scale ticket weight application to sales order. |
| Create a RCV record when applying credit memo to invoice in Sales Invoice |
| Service Charge should Due Immediately in the absence of terms setup in company configuration |
| Implement Starting Numbers: ‘Use Location’ |
| Process Return in Sales similar to returns in Inventory Receipt |
| Invoice Search - show credit memo, prepayment and overpayment as negative amount so that the grid total becomes acurate |
| Invoice Search - Add columns Amount Due, Tax and Withheld |
| Validations on GL Accounts |
| Add the invoice numbers to service charge printout for a more detailed calculations where the price is from |
| Service Charge > Add fields to post preview for Ease of Auditability |
| Batch Printing > Add Status When Emailling |
| GAP - Auto apply prepaid credits on posted invoices |
| GAP - auto apply regular credits |
| CLONE - HDTN-179322 - Extend Cost to min 5 digits on Sales Order and Invoice Details Grid |
| Customer > Taxing > Exemptions tab > Add Exemption Reason column |
| Sales Order - Adjust tax to calculate unit of measure |
| Sales Invoice - Adjust tax to calculate unit of measure |
| Forgiving Service Charges > Add Audit Log for when/who |
| Move fields from the Entity Farm Screen to Entity Location Screen |
| Customer screen - Add columns to Locations grid |
| Portal > Add Customer Inquiry |
| Portal > Add Payment Grid to show History |
| Portal > Payment Detail - hide some tabs and buttons |
| Portal > Invoices to hide CF Tran details |
| Portal > Hide tabs in Customer Information |
| Prompt user if customer is on credit hold |
| Prompt user if customer is on credit hold |
| Invoice - Display TR document number by default when opening invoice from TR |
| Provisional Invoicing - Improvements for iTrade |
| Sort Unapplied Credits Register Report by customer name |
| Receive Multiple Payments - Add column "ACH Active" Yes/No |
| Receive Payments - Recalculate RCV upon batch post |
| Service Charge: Allow specifying SC Date and Post Date |
| Sales Rep - Add Driver Number field (Salesperson tab) |
| Customer Messages - Ticket Entry type not working |
| Customer Messages - Statement message type not printing on statement |
| Customer Messages - Pick Ticket type message not printing on Pick Ticket |
| Customer Messages - Invoice Type message not printing on invoice |
| Conversion - Add Import button for Default Freight Terms in Customer Locations |
| ACH - Additional ACH process - Gap to Origin (refund customer credit) |
| Service Charges - Add Forgive Date |
| Receive Payments - Add CM transaction record in Receive Payment Grid |
| Receive Payments - Add BDEP record number with unposting error message in Receive payments. |
| Receive Multiple Payments > Add column for Check # |
| Comboboxes - Display field should be the first column in the dropdown |
| Customer screen - EntityAdd Language combo box to the Entity tab |
| Invoice: Add a confirmation message when returning an invoice |