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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
4
Ability to reverse the order of the notes field
In the latest build (22.1.143.0) the notes fields have suddenly changed the cursor position from the top left of the box to the end of whatever notes are there. We have ...by: Maria V. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Equipment Column on the Dispatch tab in 11-2 integration with ...
I could be wrong but this Equipment column under Dispatch grid isn't tied to any module. Why? It's only used to show the equipment used to perform service. It can do way ...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
2
Option for Default Tax Districts on PO's when using Service Workorders
Using 11-2 Service Work orders when you choose to create a PO it automatically populates the Tax District with the customers Tax District. You should be able to choose a ...by: Sue C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Sage SSO App needs to incorporate the directions feature on work ...
The Sage SSO App needs to incorporate the directions feature on work orders that the website has for techs.by: Alex D. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
3
Show date for each day in 5-day View
When viewing the dispatch board in 5-day view it shows the day of the week in each column, but not the date. It would be very helpful to add the date in that column ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Discount by Cost Type
In service receivables it would be nice to apply a discount to items based on the cost type based on the customer.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
3
Defaults set for Purchase Orders should also apply to POs created from ...
You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders. Example: We set all ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed 4 months 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 about 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. | about a year ago | Last activity about a year ago | Status changed about 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. | about a year ago | Last activity about a year ago | Status changed about a year ago | Service Receivables
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Votes
2
Expand Attachments function in Service Locations and Service Equipment
It would enhance the utility of the Service Locations and Service Equipment tables to have Attachments specific to a Service Location record (not the table) or a Service ...by: Walt 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
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 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
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Votes
2
dispatch board - Indicator or ability to see WO's for same location ...
It would be great to have the ability to see if there are other work orders for the same location within a given amount of days. The amount of days could be a user ...by: David H. | 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 (57)
- Other (267)
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Service Receivables (166)- Utilities (90)
