link with QuickBooks

As a ...
- company policy setting
- project requirement

Provide a setting(s) that enforce a non-blank notes field when a time writer submits a time entry.

It is desirable to remove disused location from view and operation
(be Tidy and remove clutter)

While the location reference may still exist for auditing (SO's , PO activity) and therefore may not be actually deleted, there should be a function to hide and disable it from day to day view.

Part of the disabling function needs to be a wizzard to check for any Material Items with existing stocklevels at the location and nicely facilitate the adjustment or transfer to remove the items

Date Input Fields on documents

When there is no Stock on Hand, the Pick list should adjust quantities to be picked at the warehouse to reflect the actually quantity that is on hand

the intergration between xero and tidystock is very basic and there is a lot of things we have to double handle. it would be great if this could be improved ESPECIALLY the ability to edit invoices which we can do in xero but it doesn't relay back to tidystock :)

When dealing with stock used internally, a sale order may disburse the items, however it would be good if the aspects of Charge=Cost (0%margin) and a default tracking code could automatically be called up as defaults.

This would streamline the Data Entry considerably

Currently the Sales list has a column template with
- Sale Number
- Date
- Customer
- Contact
- Sales Person
- Invoice
- Status
- Price
- (icons)

An alternative view that wold be desirable is to switch to a template with Deliver Address - maybe in place of Sales Person and Invoice#

It should be possible to easily toggle between views.

This issue is exacerbated by the fact that once a SO has been processed, its details may not be viewed , except via a download of the actual invoice which does not contain all information.

- Optionally a link to the last purchase order

The whole idea is to eliminate the need for the hands to leave the keyboard (to use a mouse and click)

Common obvious ones are for
Sales Orders/Purchase Orders
- Add a Line (AND position cursor)
- Open/Close "More Settings" (AND navigate to first field)
- Save As .... Draft, Quote , Order ....

Use xe.com to provide the same currency exchange rate that Xero uses. That way when the supplier invoice is posted from TidyStock to Xero, the invoice amounts match. Particularly important when trying to reconcile total stock value in balance sheet in Xero with stock valuation report in TidyStock

Currently a SO submit that fails due to an Archived Contact (in Xero) continues to reduce the stocking level for all unmanaged items.

This requires manual recovery , editing of the Material Item itself, to restore the correct quantities

For managed material items, where a history of transactions is kept, the history description field does not inherit the description comments that are entered when doing a transfer.

While these comments are visible in the Transfer history it would be ergonomic for them to be available in the Material Items history as well.

Further, the current transfer stub in the Material Item history should at least reference the actual Transfer ID and preferably link to

Payment method
ie a drop down box for
-cash
-account
-credit card
-eftpos

The navigation through various lists can be assisted by allowing for the number of lines per page to be selectable - currently defaults generally around 50.

Some screens in Tidy* already have this option (e.g. materials) while others (e.g. purchase orders) are only bound by the date range

Screens of Interest
- Sales

Stock Issue prevents invoice process.
an order with multiple item lines and unable to process invoice due to stock issue, but no red flag display. How can you identify which item is problematic? Once the invoice is saved in some form is it possible for the item/s to appear needing resolve.

Allow us to import an assembly from a CSV. It is very hard to create a product from hundreds of items by clicking each one.