The Sage project costing module shows actual and committed costs, but has no knowledge of unapproved costs. This report shows all project costs together with projected totals (one including committed costs and one including committed and unapproved costs). Part-invoiced purchase order costs are doubled in Sage (as they show up in actual costs and still as committed costs) but this report shows accurate figures.
Sage 50 Accounts to Bullhorn CRM integration
Integrate Sage 50 Accounts customer records and Bullhorn CRM client records to show up-to-date Sage information in the CRM system.
When a customer's balance reach a prescribed percentage of their credit limit, send automated email alerts to an account admin email address plus, optionally, a sales consultant identified by their initials in the customer record's analysis fields (which one is configurable).
Minor features
POC: add report to list all POs showing by whom and when the final authorisation or rejection took place
This report will show the final authorisation or rejection only, and will go on the reports tab in POC desktop initially.
Transaction Importer: allow for reversal of journals
On each row in the import file, add a column which accepts a date for when to create another transaction for the reversal of the journal on that line (this only applies to JC and JD transactions).
Transaction Importer: allow setting of due date
Allow users to set the due date when importing transactions.
POC: attach documents to approval request emails
Add an option to POC system setting so that when emails are sent to approvers the documents attached to the PO request can be attached to the emails.