Three things:
1) Be able to convert a Quote to a SALES ORDER (SO) in QuickBooks would be amazing, most organizations need to use the following workflow in QB: Estimate (CommitCRM Quote) > SO
From an SO there are two things that happen in QB: SO > PO & SO > Invoice at close of project/delivery of goods.
When we jump straight from Quote in CommitCRM to Invoice in QB we cannot generate a PO easily in QB and we cannot hold that SO open in Accounting as a non-posting transaction until things are ready for Invoice
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2) We NEED NEED NEED the ability to filter the Invoice by Account view in CommitCRM (i.e. when you're getting ready to generate invoices manually to QuickBooks by Account).
In this view you always see every account with unbilled charges. There is no way to filter to show only accounts with charges for a certain date range, or the ability to only see certain types of accounts, etc. As our company deals with a wide range of accounts we need the ability to filter out the Create Invoices view to allow for a streamlined billing workflow.
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3) The ever-present issue of native calendar sync. It's way past time for automated, native Office 365/Exchange ActiveSync/whatever-you-want-to-call-it connectivity backend synchronization of calendars. So many threads and people asking for it, but I couldn't post another new topic without bringing it up again.
1) Be able to convert a Quote to a SALES ORDER (SO) in QuickBooks would be amazing, most organizations need to use the following workflow in QB: Estimate (CommitCRM Quote) > SO
From an SO there are two things that happen in QB: SO > PO & SO > Invoice at close of project/delivery of goods.
When we jump straight from Quote in CommitCRM to Invoice in QB we cannot generate a PO easily in QB and we cannot hold that SO open in Accounting as a non-posting transaction until things are ready for Invoice
-----------------
2) We NEED NEED NEED the ability to filter the Invoice by Account view in CommitCRM (i.e. when you're getting ready to generate invoices manually to QuickBooks by Account).
In this view you always see every account with unbilled charges. There is no way to filter to show only accounts with charges for a certain date range, or the ability to only see certain types of accounts, etc. As our company deals with a wide range of accounts we need the ability to filter out the Create Invoices view to allow for a streamlined billing workflow.
---------------
3) The ever-present issue of native calendar sync. It's way past time for automated, native Office 365/Exchange ActiveSync/whatever-you-want-to-call-it connectivity backend synchronization of calendars. So many threads and people asking for it, but I couldn't post another new topic without bringing it up again.
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