CBS001
Experienced Cover User
Joined 12 years ago
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Re: Receiving payments from a customer that is on credit hold
It would be also great if the Credit Hold icon, button, was more accessible on the Customer List, going inside the card for 50 cards is painfull. The Card Actions - Credit Hold button doesnt work. So even this would be better not to go into each card. Can you update this. Other account services have an automated system where if the account is 35 (or set by company) days overdue it goes on Hold , then you can pause this or extend for extra *** days when required. no going in and putting everyone on hold at the end of the month when they dont pay. Make a little less easy for customers to purchase something when you have multiple staff inputting the sales. Can you please help make this section a little less tiresome.2FA & Authenticator
Our company has been using 2FA & Authenticator for a while now, we can get an email or a Code depending on individuals logins. Most people use the 30 days option but I do not due to Payroll. However the last few months i have not received a notice to sign in with Authenticator nor does the team on the PC. I do however still get it on the online portal login. Even after 30 days it does not ask for a code. I want mine to ask for a code. Why would this be and how can I fix it? Can I change the passwords for all accounts will that work? Reset it? Please advise.Catergory on a Sales Order
I can create a report that allows the Category to be used as a manufacturing allocation tool. or status of the job. This is great if the sales order isnt paid, but as soon as a paid sales order it is blocked, cannot use it. I am sure there is a way this could be used as a status, like Awaiting Artwork, In production, On Machine2, In Despatch, Despatch to be invoiced, Require Payment etc Or if not another Status / progress area, then we can run a Production report of all Sales Order not processed. This would reduce alot of work in the office and production. Who else would benefit from something like this. Thumbs up!!
