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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 about 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 about 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
6
3-6 client equipment is tied to a client location but wont populate in ...
We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls. In 3-6 we utilize the location tab and equipment tab for clients who ...by: Veronica M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
12
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 over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...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
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 over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
location tax district for WO's not pulling in
The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a 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
6
WO numbering default to next needs to be the highest next
Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...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
2
Sales Zip code report
We need a report that shows how many works orders are performed within a zip code within a specified date range. We live in a big city where we need to split it up for ...by: Sammy R. | over a year ago | Last activity over a year 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 over a year ago | Status changed about a year ago | Service Receivables
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Votes
4
11-2 change status of multiple work orders
I would like to be able to change the status of multiple service orders to complete or void instead of having to go into each service order.by: Tara R. | over a year ago | Last activity over a year ago | Status changed about a year ago | Service Receivables
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Votes
5
Show quantity on Hand in Inventory Location Grid for Work ...
When invoicing you will get a error if there is not enough inventory on hand for the part entered from a particular location. If the quantity on hand was an option to ...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
4
Work Order Billed with no billing date
When posting a work order with no billing date entered, the system should give you an error message. If an employee does not get a billing date on the work order when ...by: Jennifer 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
Assembly Price & Cost
The ability to report (or invoice) on Assembly Costs and extended Price. This is especially relevant in Service Invoices. There is a need to show the billed price per ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
The dispatch tab on 11-2 Work Orders should auto generate the info ...
If this auto filled by using the info on the Job Labor Journal Date (6-1-3-01) it would save lots of time having to enter each employee and the hours spent especially for ...by: MICHELLE W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Run finance charges without charging finance charges on finance ...
Please stop finance charges from including previous finance charges in the total assessable. OR Allow finance charges to be created but then edited before they are ...by: Gretchen H. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Statement Date
Regardless of the statement date all open invoices print on the statement. Make the statement date the actual cut off date. If its dated the last day of the month, ...by: Gretchen 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
posting service contracts is blocked from new GL posting feature by ...
When we turned on the new posting period to match transaction date box in 1-8, our service contract records in 11-2 will no longer post. If we turn off the feature we ...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
Work order costs marked billed - prevent missed costs to customers
When you bill out a service work order, it would be nice to be able to mark the costs for those jobs "billed" from the work order module. And then pull a report of what ...by: sue e. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
By Category
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- Inventory (58)
- Other (274)
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