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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 9 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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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 ...by: Stephan G. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Service Receivables
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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 ...by: Charlene D. | over a year ago | Last activity 9 months 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. | 10 months ago | Last activity 10 months ago | Status changed 10 months ago | Service Receivables
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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 ...by: Stephan G. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Service Receivables
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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 ...by: Kenneth K. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Service Receivables
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Votes
3
Allow for Account and Subaccount fields to be associated with a ...
When employees add parts to the invoice through SSO or when a dispatcher adds the parts in the 11-2 invoice details certain critical fields are populated but the Account ...by: Erik v. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
ONE step warranty service invoice that pulls inventory and increases ...
Would like to have a status of warranty that would pull parts from inventory and also post to a designated GL and Job.by: Sonja W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Service Receivables Billing Rates
Add functionality to Service Receivables to be able to apply different billing, markup and overhead rates for materials to different clients. Be able to apply T&M ...by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
10
Service Receivables Billing Rates
Add functionality to Service Receivables to be able to apply different billing, markup and overhead rates for materials to different clients. Be able to apply T&M ...by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Allow an alternate GL Control account for S/R customer deposits
Currently, using the "Deposit" entry on a Service Receivables Work Order creates a "credit memo" in Service Receivables. The Debit account can be specified when setting ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Searchable Work Order Selection for Posting
In 11-2 work orders->Post-> Multiple Records. This screen only displays/sorts by record numbers and not by any other column. Who would want this: Everyone that creates a ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
Unable to edit a posted transaction without voiding the previous
Unable to edit a posted transaction without sage voiding the previous, then when you search the work order or invoice it brings the “void” one up first. It should not be ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
See attachments to POs on the Work Order where the PO was generated
Please add the ability to see all attachments on the WO including attachments on POs that were generated from the WO. Just like we can see all attachments related to the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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