Accounting/Finance

Currently you are unable to bill multiple subscriptions sold under the same opportunity/project on one invoice. This results in us needing to send 5+ invoices for one install in some cases (camera licensing, access control licensing, alarm licensi...

Maybe we could add a column indicating whether the account has been paid or not, and another column showing whether the proposal has been accepted or not.

It would be helpful to be able to filter invoices by sales person so they can see at a glance the status of their projects invoices

When D-Tools pushes both an estimate and an invoice for the same project to QuickBooks Online, link them via QBO's native LinkedTxn field — the same way QBO links them when a user converts an estimate to an invoice inside QBO's own UI. Today the Q...

We would like the capability of being able to select products to invoice instead of using the payment terms that show up on the invoice. I have attached an example of what we used to be able to do when it imports over to quickbooks.

PRODUCT CLOUD CLIENT Gil Stubbs SUMMARY D-Tools lacks ability to link existing QuickBooks invoices, limiting real-world workflow flexibility. This creates tracking gaps when invoices originate outside D-Tools. STEPS TO REPEAT Create invoice dire...

Fix the architectural mismatch between D-Tools Cloud's Avalara-based location tax calculation and QuickBooks Online's independent tax engine. Today, location-based tax amounts calculated by Avalara in D-Tools don't reliably appear correctly on QBO...

Global payment terms for customer, Currently setting terms per invoice

From your chatbot: "For past due project invoices, Cloud already sends automatic payment reminder emails for every invoice that’s been sent. It emails the opportunity owner and project owner 7 days before the due date, on the due date, and the day...

To get a last quarter summary for sales taxes, total sales, etc.