Email with Attachments
Be able to email invoices with attachments. Either attachments to the document, attachments to the customer, or an attachment saved to a SharePoint or OneNote location based on rules.
Release or Reopen Multiple Orders from the Orders List
Need the ability to be able to mass release and mass re-open invoices. Tax programs use this for tax calculations so it is VERY important
Customer Class Field
Please add a field for customer class/group that can be added to lists and reports. It is a field for customers migrating from GP and important to those customers!
Recurring Journal workflow approvals
Recurring journal entries should follow the same rules as journal entry approvals!
Workflow approval comments on approval emails
Workflow emails system generated should always include the approve, reject comment. These should also be set to send automatically by default