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Exchequer

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Implement Detect Duplicate during automatic customer creation for Exchequer

The "Detect Duplicate during automatic customer creation" system setting currently only works for Cloud integrations such as Unleashed. We should implement this for Exchequer to allow customers to track and quote their prospects in CRM, create the...
Guest 16 days ago in Exchequer 0

Import Committed and Credit Available fields from Exchequer

In Exchequer you have four fields relating to a ledgers credit limit, the limit itself, the balance which denotes the invoiced orders that they have yet to pay, the committed which is the value of orders that have been placed but not yet invoiced,...
Guest 6 months ago in Exchequer 0

Exchequer Sales Ledger Creation - Make fields Mandatory

Some fields are important to customers in Exchequer, would be helpful to be able to make fields on the Sales Ledger Creation screen mandatory
Guest over 3 years ago in Exchequer 0

Ability to choose which field confirmed quotes are sent to in Exchequer

To be able to decide if an order confirmed from the CRM is sent into the Orders or Quotes section of Exchequer.
Guest over 1 year ago in Exchequer 0

Sales Ledger Creation Screen - Contact Name for Exchequer

Add an additional field for Exchequer Sales Ledger creation to push across the Contact Name.
Guest over 3 years ago in Exchequer 0

Ignore Exchequer defaultwarehouse location if Multi Locations is disabled

The Exchequer integration will import a 'Total' warehouse of --- for both Warehouses and Stock by Warehouse (stock levels) sections if the Exchequer 'Multi Locations' system setting is disabled. The Product Item import does not check this setting,...
Guest over 4 years ago in Exchequer 0

Add the ability to set send invoices, send statements and form set when creating Sales Ledger with Exchequer

Currently we do not set send invoices, send statements and form set when creating a Sales Ledger with Exchequer and so they will default in Exchequer. It would be good to have the ability to set these within the CRM/Website.
Guest over 1 year ago in Exchequer 0

set up customer order history on the Website

No description provided
Guest almost 2 years ago in Exchequer 3 Already exists

Import the Outstanding field from Exchequer

Would be nice to have the 'Overdue' amount field populated in the CRM or a new field to populate the Exchequer field Outstanding just to have more awareness of Customer's accounts when quoting
Guest over 1 year ago in Exchequer 0

Use price list of model account when creating ledgers in Exchequer

Currently, when creating a ledger in Exchequer through either the credit checks plugin, you are not able to select the price list that is set on the ledger and this does not use the price list of the model account. It is possible that our customer...
Guest over 1 year ago in Exchequer 0