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[Nathan - AsSeenOnTVChannel.com]

Hi,

Is there somewhere to put a flag so it can show when it's been exported to QB. You could use an icon I guess so we know which have been exported successfully to QB and which need to be done. It's not much of problem right now but when 2 people are handling the orders it will get confusing.

My suggestions would be a big checkmark as it's ALL DONE. Maybe some feedback from other users would be good as to what it should look like. Personally I like check lists instead of icons but I realize it may just be my personal preference.

Nathan...

[David Johns]

Nathan,

Thanks for the suggestion.  We will consider this and get back to you.

Thanks,
David

[qbsrox]

A flag would be nice ....

Nathan, SM will not re-import (causing duplicates) orders into QuickBooks from Yahoo without a warning.  They have something in the code that recognizes duplicates and will skip them; the details are in the log that is generated after the import.

Rox

[David Johns]

Rox,

Excellent point.  Thanks for chiming in.  Nathan are you still interested in having something in the order iteslf that quickly indicated it was exported?

Thanks,
David

[Nathan - AsSeenOnTVChannel.com]

Very kewl feature. As it is my final process I would have to say yes to a flag that says it has been exported (xml) to QB. This is just a quick overview as I have only been using the system for 4-5 orders a day for 2-3 days now. After a month I will have some better thoughts. Its really about process flow and thinking about going paperless.

Nathan...

[David Johns]

This is now available when you right click and go to "Status" | "Workflow Tasks" | "Exported to QuickBooks"