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Votes
6
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 4 months ago | Status changed over a year ago | Service Receivables
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Votes
7
Add a cell/spot to show who posted the Service Inovice in 11-2 Work ...
It would be helpful to have an additional User Cell or in the Record History in 11-2 to be able to see who posted the work order to Open. We have 2 departments that work ...by: Aurelia D. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
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Votes
14
Attachments not viewable in SSO if document is located outside the ...
Documents that we attach in Sage menu 11-2 are not visible in SSO if we attach by creating a link to the file. Any item linked to somewhere outside of the Sage ...by: Ryan S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
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Votes
11
11-2 Add keyboard shortcut for the "calculate" function
Many functions have a keyboard shortcut like CTRL+D or whatever. Can you create one for the calculate function? Looking for it in SR 11-2 but would be helpful in ANY ...by: Charlene D. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
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Votes
11
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 4 months ago | Status changed over a year ago | Service Receivables
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Votes
11
client / location warning for Service
Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.by: Charlene D. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
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Votes
6
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 - ...by: Gretchen H. | over a year ago | Last activity 4 months 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 4 months 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. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Service Receivables
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Votes
2
Would like to be able to add a link or bar code for payment on all ...
would be valuable to our customers for fast and easy payment processing. A/R customers would benefit by not having to send a check, call us with a credit card and save ...by: Jan H. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Service Receivables
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Votes
21
Completed Work Orders
We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...by: Jennifer H. | over a year ago | Last activity 4 months 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 4 months ago | Status changed over a year ago | Service Receivables
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Votes
3
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 ...by: Sandra L. | 7 months ago | Last activity 6 months ago | Status changed 7 months ago | Service Receivables
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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.by: Neal S. | 10 months ago | Last activity 7 months ago | Status changed 10 months ago | Service Receivables
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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 ...by: Nathan T. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Service Receivables
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Votes
9
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 ...by: Nathan T. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Service Receivables
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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 ...by: Janet D. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
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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 ...by: Melinda A. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
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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 ...by: Bill S. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
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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.by: Janet D. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Service Receivables
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