Sage 100 Contractor: Hot in Service Receivables

Votes
6

11-2 Invoice Detail - Markup%

In 11-2, The Invoice Detail Tab. Having the ability to Markup individual line items. Right now it marksup the whole invoice.

Comments (2)

by: Neal S. | 3 months ago | Last activity 9 days ago | Status changed 3 months ago | Service Receivables
Votes
9

Client Service Statements Should use the Invoice date not the Work ...

When sending a Service statement to clients the Inv. Date should be the date that is in the Billing Tab Invoice Date Box. Currently the Invoice date on the statement is ...

Comments (1)

by: Nathan T. | over a year ago | Last activity 17 days ago | Status changed over a year ago | Service Receivables
Votes
10

Work Order Completed but not yet Billed

The Status of a Work Order Should automatically change to complete once the Filed Tech has completed the work and finished his report in the field. That would allow for ...

Comments (1)

by: Nathan T. | over a year ago | Last activity 17 days ago | Status changed over a year ago | Service Receivables
Votes
1

Customer issued standing purchase orders

We would like the ability to record a standing purchase order from a service client, either for all their locations, or for each location individually, so that it ...

Comments (0)

by: Sandra L. | 22 days ago | Last activity 22 days ago | Status changed 22 days ago | Service Receivables
Votes
32

Would like to be able to bulk email Service Invoices and Statements, ...

With a large number of Service Invoices send out each day, it would be nice to be able to do a bulk email (similar to the Direct Deposit notification emailed to employees ...

Comments (4)

by: Janet D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
Votes
18

Have the deposit on a work-order automatically apply to work-order

When a deposit on a work-order is received it is just entered at the bottom of the work-order and a credit invoice is created. Would be nice if you could just receive ...

Comments (1)

by: Melinda A. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
Votes
10

Customer Deposits within the service module

We invoice exclusively through the service module. Customer deposits have to be entered 3-2 instead of a normal cash receipt. Yes, this tracks it to the work order so ...

Comments (4)

by: Bill S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
Votes
27

It would be very helpful to be able to have more than 1 work order ...

Allow multiple work orders open at a time. Anyone who works in the system would probably find it helpful to not have to close what they are in to pull up a different ...

Comments (2)

by: Amanda L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
12

Entering Service Work Orders

It would be nice if the Client P.O.# defaulted (from the Receivable Client record) rather than having to populate it by entering through the field.

Comments (1)

by: Janet D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
18

Warn if 11-2 Work Orders and Invoices is creating a duplicate Order & ...

If two users create work orders but neither saves they will both have the same order and invoice numbers but the record numbers will be different. I have had several ...

Comments (2)

by: Stephan G. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
8

Creating POs to multiple vendors from one work order

Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...

Comments (0)

by: Charlene D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
27

Service Contract on Work Order

WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...

Comments (7)

by: Barbara T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
1

Need to be able to create a time and material billing for 11-2 off of ...

We are having to do too much leg work to create an invoice. We should be able to utilize the actual job costs and have the system create the bill. Its very hard to grow ...

Comments (0)

by: Shawn E. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Service Receivables
Votes
22

Combine multiple work orders into a single AR invoice showing one line ...

Some clients want to be able to bill for multiple work orders on a single invoice. Their is currently no way to combine work orders into a single invoice. I have several ...

Comments (5)

by: Stephan G. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
6

11-2 Service Work Orders and repeat billings

Add the ability to generate regular, repetitive contract billings from an 11-2 Work Order (status 7) record. This enhancement request is forwarded on behalf of the ...

Comments (0)

by: Kenneth K. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
Votes
4

Work Order 11-2 Open on Invoice Details Tab

When opening the Work Order Screen(11-2), it opens on the Location Tab. Would really love it to open on the Invoice Details Tab.

Comments (0)

by: Christina T. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
Votes
5

PAPERLESS - Invoice printing/emailing options at customer level

Automatically email a copy of an AR/SR invoice upon posting to email(s) on file. It would be great to be able to choose on a customer level how to deliver invoices - ...

Comments (0)

by: Gretchen H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
Votes
10

3-3-1 cash receipt - ability to reprint for customers that have ...

need to reprint receipts for customers that have lost or misplaced them. We always offer to reprint an invoice with zero balance but some customers just want the receipt

Comments (0)

by: Tanya L. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Service Receivables
Votes
9

11-2 Work Order should not be voided after Service Order Costs have ...

The system should not allow you to void a Work Order after costs have been posted. If you have posted costs through AP or Payroll that are charged to the work order, it ...

Comments (0)

by: Jennifer L. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Service Receivables
Votes
3

SR Invoice Duplicate Numbers

We have multiple users working at the same time in Service module; creating and saving records. When using the “NEXT” feature, two users could start a record within ...

Comments (0)

by: Nicholas L. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Service Receivables

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