Improved List View - Purchase Orders
A new and improved list view has been added for Purchase Orders.
Navigate to POs - Select/Edit PO. Click the button “Expand List” in the upper right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are nine ways to sort the new list.
The available sorts are PO #, Vendor, Job, Status, Date, Need In Hand, Shipping, Terms, and Total Cost.
Version 6.9.5.0
QuickBooks - Sync Payments
Are you currently using the QuickBooks integration within SRS SmartOffice?
Are you posting invoices over to QuickBooks?
You no longer have to wait to post invoices to QuickBooks because of payments.
You no longer have to manually edit invoices in QuickBooks to add payments.
There is now a button for QuickBooks Sync Payments.
This is located in the Post Invoices to QuickBooks section ( My SRS - QuickBooks - Post Invoices).
This feature will allow you to enter payments in SRS as needed and sync with QuickBooks as needed.
It’s easy to know the last time that payments were synced with SRS by a time stamp above the sync button.




