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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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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. | over a year ago | Last activity over a year ago | Status changed over 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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Outstanding Deposits
When receiving a Deposit of a Service Invoice the deposit automatically posts to the bank. I many cases the deposit isn't received at the time it is entered in the work ...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
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. | over a year ago | Last activity over a year 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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Need a different credit card processor than Paya
Please offer a different integrated credit card provider than Paya. Paya does not support a tap/swipe card reader. The only swiper that works is Magtek which has been ...by: Juli C. | about a year ago | Last activity about a year ago | Status changed about a year ago | Service Receivables
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Votes
1
Price Override Warning / Limit for Work Orders
Right now there is nothing to prevent someone from selling a part for pretty much anything they want to; there should be a tolerance that can be set, or by employee for ...by: Jenna Y. | 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 enter multiple client records for clents who have the same ...
We have multiple clients who have the same name, are unrelated, and different addresses.by: Becky G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
11-2 Voids need to keep the same order # and invoice #
When changing a record in 11-2 (essentially creating a void) the order # and record # need to stay the same on the new record #. This used to be the case up until a ...by: Candy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
"client outstanding balance of $X.XX" showing in service receivables
Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
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.by: Christina T. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Service Invoice Tab
It would be helpful to have more columns we could show in this display window. Some companys have several locations and sometimes when needing to find an old invoice it ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
23
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 about a year ago | Status changed over a year ago | Service Receivables
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Votes
5
11-2 Service Contract contract start date and contract expiration date
Add a feature to allow the 11-2 Service Contact State Date and Service Contract Expiration Date to auto-fill based on Service Contract information attached to the 3-6 ...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
1
Invoice type and Cost codes
One of clients would like the cost code used to setup an invoice to be referenced or pulled into the Daily Payroll Entry when the job is complete. Currently the WO is ...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
9
Automatically post deposit amount to the service invoice when work ...
Several of our service clients have expressed a need for this. They take deposits from clients when the generate the work order. Once the work is completed, they post the ...by: Donald C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
10
11-2 Work Orders/Invoices: Change Option to Remove Paid/Void/Completed ...
Currently, if users want to remove only Voided records, they are not able to do so. They must remove all three status types Paid, Void, and Completed. Please allow for ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Default Service Contract status as Work Order rather than Open when ...
Currently when posting multiple service contracts, it defaults as status 1-open. We use SSO and I have to copy, void, paste and re-save as status 7-work order in order ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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