G
Guest
I use BCM and Accounting Professional 2007. I have so far been fairly happy
except for a few things that I think BCM and MOA needs. I can't believe that
no one has posted anything on here yet.
1. I do most everything in BCM-create invoices, categorize my clients, track
sales etc. Because BCM is 'hosted' on my office 'server' computer, my laptap
can't see ANY financial info when I'm not connected. to my local area
network. Besides a VPN, isn't there SOME WAY to have this info remain as a
part of history and then update again next time I connect to my network?
2. (And the most disappointing): I keep my clients VERY organized. I went
to run a Q1 report in Accounting the first week of April (now remember, this
software just came out first quarter, I was using Quickbooks prior to this),
and when I went to run a report on a 'group' in MOA, there was no association
to BCM at all.. categories or any other field.
For those of you using MOA and BCM, don't you think there SHOULD BE A FIELD
IN BCM that will populate in Accounting so we can run reports based on a
certain criteria??? I called both BCM and MOA help and there isn't they
said. I would THINK for those of us that use BCM to create contacts and
Accounts, the ACCOUNTS that are populated in MOA should have AT LEAST ONE
CUSTOMIZABLE FIELD that links the two programs for scenarios like this. I
wanted to see some financial on a particular group in MOA, but seeing as
those 'customers' in MOA were 'created' by BCM ACCOUNTS, there wasn't any way
to track specific data.
3. And finally: WHY oh WHY isn't there a way to print ONE LABEL, from
either the contacts or account screen? I downloaded a trial of Alladin label
software and while it seems to work OK, if you want to print one sheet of the
same labels or one label at a time only. I want to just open a contact, and
be able to PRINT A LABEL. I'd prefer to be prompted as to what kind of label
I want to print. I mail samples out to clients at the end of the day and
just want to quickly print sometimes 10-20 labels, all different, directly
from the CONTACT. I want them printed on Avery labels (where there are 6 on
a page), and have each one be a different client. I basically want to
'search' for the contact, open it and print. The software SHOULD ask me what
label I want to print on: for example: Top Right, Top Left, Middle Left
Middle right.. etc....No such luck.
Unless I'm missing something, please advise.
Adam
except for a few things that I think BCM and MOA needs. I can't believe that
no one has posted anything on here yet.
1. I do most everything in BCM-create invoices, categorize my clients, track
sales etc. Because BCM is 'hosted' on my office 'server' computer, my laptap
can't see ANY financial info when I'm not connected. to my local area
network. Besides a VPN, isn't there SOME WAY to have this info remain as a
part of history and then update again next time I connect to my network?
2. (And the most disappointing): I keep my clients VERY organized. I went
to run a Q1 report in Accounting the first week of April (now remember, this
software just came out first quarter, I was using Quickbooks prior to this),
and when I went to run a report on a 'group' in MOA, there was no association
to BCM at all.. categories or any other field.
For those of you using MOA and BCM, don't you think there SHOULD BE A FIELD
IN BCM that will populate in Accounting so we can run reports based on a
certain criteria??? I called both BCM and MOA help and there isn't they
said. I would THINK for those of us that use BCM to create contacts and
Accounts, the ACCOUNTS that are populated in MOA should have AT LEAST ONE
CUSTOMIZABLE FIELD that links the two programs for scenarios like this. I
wanted to see some financial on a particular group in MOA, but seeing as
those 'customers' in MOA were 'created' by BCM ACCOUNTS, there wasn't any way
to track specific data.
3. And finally: WHY oh WHY isn't there a way to print ONE LABEL, from
either the contacts or account screen? I downloaded a trial of Alladin label
software and while it seems to work OK, if you want to print one sheet of the
same labels or one label at a time only. I want to just open a contact, and
be able to PRINT A LABEL. I'd prefer to be prompted as to what kind of label
I want to print. I mail samples out to clients at the end of the day and
just want to quickly print sometimes 10-20 labels, all different, directly
from the CONTACT. I want them printed on Avery labels (where there are 6 on
a page), and have each one be a different client. I basically want to
'search' for the contact, open it and print. The software SHOULD ask me what
label I want to print on: for example: Top Right, Top Left, Middle Left
Middle right.. etc....No such luck.
Unless I'm missing something, please advise.
Adam