We have multiple people putting in invoices and sometimes we end up with multiple invoices with the same invoice number, could there be a check or a reservation of invoice number made to stop this happening.
In the old Account Edge Basic, in the SALES list you could view ALL SALES (inc's quotes and Invs) in cronological order all in the same list. At the moment in Essentials, you cannot select "do not allow quote/invoice numbers to be duplictaed" and so it is possible to have duplicate numbers BUT it is not possible at the moment to see all the used numbers in order to identify if there are duplicates.
PLEASE include in sales setup, a checkbox to "warn if quote/invoice number has been used" AND the option to "delete quote once converted to invoice"
PLEASE make it possible to view all quotes/invoices by ref number in one list. At the moment it can't even be done in the reports
ALSO the continuous numbering when changing from quote creation to invoice creation is not continuous.....please make thes automatic so if you create a quote and then an invoice, thenumbering is consecutive.
These are features that were in place in the Account edge and have been lost in Essentials. Please make Essentials an improvement on what you had, not a step (or 3) backwards ;-)