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Exchequer

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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 about 2 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 about 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 about 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 about 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 about 1 year ago in Exchequer 0

set up customer order history on the Website

No description provided
Guest over 1 year 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 about 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

System Option to populate landline or mobile phone on sales ledger creation to Exchequer

When creating sales ledgers in the CRM, there is only one phone number field, which populates the landline phone number field in Exchequer, although there is also a mobile phone number field. It would be beneficial to have a system option to decid...
Guest over 1 year ago in Exchequer 0