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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 11 months ago | Status changed over a year ago | Service Receivables
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Votes
4
Expand the API to address Service Work Orders
We have developed an on-line ordering website and are processing these orders through the service module. We would like the API to be expanded so that we could drop ...by: Rick G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
13
client statements
Please get rid of the form letter that is printed with the statements. It is not needed. Thank you! Brenda Hallby: 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
3
Allow the Dispatch Board to Zoom Beyond 100%
I have a 4K screen. As this becomes more common with more users, the need will only increase. It seems that the dispatch board is still pretty tiny on a 4k screen, it ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year 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 over a year 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
5
Warning pop-up when a scheduled dispatch end time is before the start ...
For example: I enter the times manually and schedule Joe's service at Burger Den from 9 AM to 8 AM instead of the other way around. Sage allows this to happen and then ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
15
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 over a year ago | Status changed over a year ago | Service Receivables
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Votes
7
Inventory on Edited Service Orders
When you edit a service order, the system will post the edited transaction before it will post the voided transaction. This is an issue as it will take the parts out or ...by: Kasie D. | over a year ago | Last activity over a year 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 about a year ago | Status changed over a year 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 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
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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Votes
2
11-2 Lock Billing Service contract add on
Hi, In the Billing tab, add a toggle that is linked to the expiration date. It would either prevent further (additional) billing of the service contract after the ...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
1
11-3 Calendar drop down
Opening the calendar drop down in 11-3, I try to move to a different month and the after 1 or 2 clicks it reloads. Would be helpful to move many months at a time without ...by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
applying multiple payments before posting 11-2
As a service company, we come across projects that we receive deposits, sometimes multiple deposits. We can not apply the deposits to 11-2 work orders unless it is ...by: Narek K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Dispatch board - turn off Sat & Sun so they do not display if not ...
We do not generally work on Saturday & Sunday. I have those days turned off on the calendar options, but they still show up on the dispatch board taking up unnecessary ...by: Sheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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