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Votes
5
Adding finance charge to a recievable customer
When creating a statement WITH finance charges - do NOT create another invoice number. We manually enter our invoice numbers so when we create an invoice number 1234 and ...by: Brenda H. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Service Receivables
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Votes
3
Edit Partial Invoices before Posting
When creating a partial invoice from Work Orders/Invoices/Credits, it automatically requires you to post the invoice. We should be able to edit it prior to posting.by: Kasie D. | 7 months ago | Last activity 6 months ago | Status changed 7 months ago | Service Receivables
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Votes
2
Purchase Order (PO) is created, the information does not automatically ...
This Came from a customer using SFO to create work orders. Currently, when a Purchase Order (PO) is created, the information does not automatically flow into the ...by: Harikrishna N. | 9 months ago | Last activity 6 months ago | Status changed 9 months ago | Service Receivables
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Votes
18
Edit/Void Service Billings
If a service billing is edited or voided, the systems automatically wants to post the edit/void to the original period. It should edit/void in the current period to not ...by: Kasie D. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
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Votes
1
1 click for charging CC Fee to Customers if they choose CC payment ...
Due to the rising CC processing costs we would like a 1 click option if a Work Order customer chooses to pay us with credit card. Currently we have to manually key in ...by: Will B. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Service Receivables
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Votes
1
User ID for partial service invoices should be the user who actually ...
Currently, when you create a partial invoice in the service receivables module, the user id for the partial invoice record is shown as the same user who created the ...by: Nate K. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Service Receivables
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Votes
2
Create User Defaults for Service Order Entry
It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...by: Kasie D. | 10 months ago | Last activity 10 months ago | Status changed 10 months ago | Service Receivables
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Votes
9
Create Work Orders from Contracts
We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...by: Jess D. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
29
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 over a year ago | Service Receivables
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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Ability to Create a Template for Work Order Notes Section
When we send service invoices, basically every single notes section is the same with some very minor adjustments. It would be nice to be able to save a template that ...by: Ryan C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Option to update prices in existing work orders
We do monthly, yearly and various other time frame services on equipment we install. We do not use service contracts. We have agreements with our customers that if ...by: Teri W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
Customer check number
An A/R or Service Receivables customer recieves a past due notice in the mail. Calls our office to say they paid the invoice and they have a canceled check. We need to ...by: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
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 receiptby: Tanya L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
11-2
I would like to have the ability to select a GL sales account for a "part" when it is needed to be different from the default acct # for example: we have set up a ...by: Greig E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Phone number on Client's Location
Please give the ability to have the phone number entered in the location to over ride the phone number in the client's record when printing the work order. We have some ...by: Melanie A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Nicholas L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Work Order Scheduled Field-Add ability to RENAME
When using the F7 key in the Scheduled Field in a work order, you are not allowed to rename that field. Why not?by: Leslie S. | over a year ago | Last activity over a year 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 over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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