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Votes
11
Option to print statements in ALPHA - AR, SR & Combined
Statements have very few options, please add an option to print in alpha order, printing by customer number is useless.by: Gretchen H. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Service Receivables
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Votes
7
Create a "View Only" user permission for the Dispatch Board
Please create an option for user permissions for the dispatch board to be "View-Only". We want to increase communication between the field and the office, and would be ...by: Travis F. | over a year ago | Last activity 18 days ago | Status changed over a year ago | Service Receivables
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Votes
33
Would like to be able to bullet/number, tab and space in the note ...
We type our quotes and proposals in the Service Receivable Module. This allows us to keep a list of quotes/proposals we need to follow up on. It would help when creating ...by: Dody T. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
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Votes
5
PO ship to address from work order when generated from WO
For clients using the service module and generating POs from the WO, the shipping address on the PO could auto populate from the work order like it does from the job. ...by: Charlene D. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Service Receivables
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Votes
5
Run finance charges without charging finance charges on finance ...
Please stop finance charges from including previous finance charges in the total assessable. OR Allow finance charges to be created but then edited before they are ...by: Gretchen H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
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Votes
9
email on client location record
Service Work Orders need to be emailed from the field to a Location Manager; a client has multiple Locations. Add 2 dedicated email fields to the Location record. When ...by: Barbara T. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Service Receivables
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Votes
12
Add keyboard shortcuts - EVERYWHERE
Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.by: Gretchen H. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
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Votes
5
Have cash receipt and deposit date seperate.
When a cash receipts is received it would be good if we could receive it without having to post it has a deposit at the same time. The date received and the date ...by: Melinda A. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
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Votes
7
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.by: Neal S. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Service Receivables
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Votes
2
11-2 Email - Report attachment name defaults to "service Invoice & ...
11-2 Email - Could the "Report attachment name Default to "Service Invoice & includes the actual invoice #" Accounts Receivable team wants this when trying to collect ...by: Lisa M. | 8 months ago | Last activity 7 months ago | Status changed 8 months ago | Service Receivables
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Votes
7
quotes in service receivable
CAN WE HAVE A WAY TO CLEAR OUT ALL OLD QUOTES(AT LEAST ONE YEAR OLD) AT THE END OF YEARby: CHRISTINE B. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
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Votes
4
Service statements - print in invoice date or # order, not record #
Please change the default sort of all the job, client, and service statements by invoice date instead of record #. This would be true for just about every other list ...by: Charlene D. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Service Receivables
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Votes
28
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. ...by: Barbara T. | over a year ago | Last activity 11 months ago | Status changed 2 months ago | Service Receivables
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Votes
16
11-2 Service order costs need to show if hours were REG, OT, or DT
In the work order screen, if you go to view, Service Work Order costs need to not only show hours, but the type of hours (regular, overtime, premium time). Also, when ...by: Alina S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
28
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 ...by: Amanda L. | over a year ago | Last activity about a year ago | Status changed 2 months ago | Service Receivables
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Votes
6
Service Order Name/Description should display when I enter Work Order ...
When I enter in a Work Order # into an AP Invoice (4-2) or into a Payroll Record (5-2-2), it would be nice if I could see the name/description of the job. Some times ...by: Charlotte C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
Move inventory on completed work orders
Currently you can't have inventory allocated to a work order by setting the work order to complete, and you can't enter a $0 invoice. The only way to move the stock ...by: Jenna Y. | over a year ago | Last activity about a year ago | Status changed 2 months ago | Service Receivables
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Votes
5
Enter work order number on AP entry/Inventory allocation
It would be ideal to be able to select the work order before the job cost window and be able to reference it from AP searches. The job should pull from the work order as ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed 2 months ago | Service Receivables
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Votes
2
Service Receivables description line on invoice tab for row 2 etc. ...
Description defaults to whatever was on line 1, and delete key doesn't take it out. You must enter to next field, go back, click on the description to highlight it, then ...by: Kathy G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
7
maintain quote information on Service Work Order
It would be nice to be able to see what was quoted vs what was billed on a work order; when you change a work order to a quote, and the billing information changes, you ...by: Jenna Y. | over a year ago | Last activity about a year ago | Status changed 2 months ago | Service Receivables
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