Thanks for posting this idea! We’ll keep an eye on the votes on this.
It’s worth noting that if you’ve set up assets as serialized components in a serialized container (rather than as accessories), then these aren’t added to the itemized invoice view and won’t be posted as line items to Xero or QuickBooks Online.
The issue I am having is that we have thousands of lines on our Quickbooks invoices that are $0, and it's making my Quickbooks invoices and P&L reports go on forever. I need the detailed product information on my CURRENT invoices, because that is what I send my client. For Quickbooks however, I just need the income for products that have a sales/rental price of over $0. Any opportunity to limit unnecessary data (anything with a $0 value) coming into my Quickbooks file would be extremely helpful. One option that could work is if the invoice that was posted to QBO was based on the template it was "printed" from in CURRENT. We have an invoice template in CURRENT that removes all of the zero priced items from it that we send to the client. If you could post the invoice based on the template selected to print, perhaps that would solve the problem?
Thanks for the suggestion, we’re keeping an eye on the number of votes :)
I understand that this idea is about allowing you to complete (finalize check-in) items individually once they’ve been checked-in, but just to clarify for anyone who might not know:
When you finalize check-in, everything with the status ‘Checked in’ is marked as ‘Completed’ and will be returned to availability or moved to the quarantine based on the “Return at” date you specify on the finalize check-in screen (plus any post-rent unavailability on the product).
To have some items return to availability before others, you can check-in just the items you want to return and then finalize check-in. Choose the date you’d like them to return at on the finalize check-in screen. Any items that are still reserved, allocated, prepped, or booked out will remain on rent on that opportunity.
Thanks for taking the time to post this idea, we’re keen to hear customers’ thoughts on this one.
In invoice software, lines on an invoice can only include one revenue group mapping and tax class. This presents a bit of a problem when deal pricing because a deal price might contain charges for multiple revenue groups and tax classes.
We explored a lot of solutions here, including creating lines for each revenue group and tax class, but settled on creating separate lines for each tax class for simplicity after checking with our customers. Where all items in a deal line contain the same revenue group, we use that for posting; otherwise, we use the default revenue groups in System Preferences.
I’ve made this much clearer in our guides, see: Create an invoice from a deal priced opportunity
We’ll keep watch on this idea to see what people’s thoughts are.
So we really appreciate the do a deal feature, but we are just now realizing that this feature does not work with the Quickbooks Integration. You should at least clarify this in the help articles. For users unaware, when you use 'Deal Pricing' it breaks all revenue group mapping you have with Quickbooks. For us this is a deal breaker and we have to stop using 'Do A Deal' because of it. Can we get some votes in here so Current will fix this bug? In the meantime we will go back to discounting the old fashioned way.
Planned transfers between opportunities would be a great addition to Current. Your comments here are fantastic and really help us understand why you’d like to see this added to Current and how it could work – thanks!
Across all of our customer channels, building a purchasing module is the most popular feature request so we prioritized this. Now we’ve got the first phase of purchasing released in beta, planned transfers is next up from the wishlist.
Sorry to keep everyone waiting for so long – we’ve not forgotten that so many of you find this important. We’ll be back as soon as we’ve got more information to share.
Work on purchasing is going really well and we’ve launched a beta program that gives you the ability to create and manage purchase orders in Current RMS today.
“Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.
When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.
Ready to join the purchasing beta program? Get stated with our guide: Purchasing beta
one feature that may be handy for this implementation is the ability to search for the sub-rental cost by $. so lets say I get a bill for $350 from a sub-rental vendor, but I am not sure what opportunity it is on. I search for the amount and the vendor, then the opportunity the cost is associated with returns on the search. in the meantime, is there an efficient way to search for that now? i have a ton of bills that I am going thru and attaching them to opportunities, but I have to ask my rental agent about almost all of them.
We’re investigating this for future development, thanks for the votes and comments!
It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.
Let us know in the comments – your feedback is really useful.
Need to see this happen. The way this is set up now requires too much communication between rental agents and fulfillment to make adjustments which then slows down the process of checking out an order. Multiple orders in the day, and this is a killer.
Its confusing to my clients to see "Current" in the email header. Would like to be able to put my company name or just leave it blank. Also afraid this is going to emails ending up in clients junk mail.