With our latest update to the detail view, you can sort by container and then tick all items in a container to book out in a couple of clicks.
Depending on your requirements, this is something that could be resolved with a modification to your doucment layouts
item.surchargeobject contains information about the surcharges applied to an opportunity item. The different surcharges for each item can be collated and stored in a variable which could then be displayed at the bottom of the document.
If you’re familiar with HTML and our Liquid syntax, head to the Opportunity Item Surcharge Object guide to learn more. If not, drop me a message at email@example.com and I’ll be happy to help implement this for you.
This idea has really started picking up votes lately – thanks all. We’re not ready to act on this just yet, but we are watching it closely 👀
In the meantime, it’d be great to get your thoughts on how this should work. How would you envisage the integration working? Which G Suite apps would be the most useful to integrate with?
13 votesben annas commented
This feature would make current RMS a no brainer for my company. Current doesn't offer the detail we require for the finance side of our business, but being able to use clearbooks and current together like David said above would bring our departments together. We could send a invoice from Current to Clear-books when it was ready for invoicing and the finance department would do the rest. Big thumbs up from me.