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Votes
5
Time-off/Calendar notes
Notes should be more characters. The notes are also glitchey. Would also like to see the notes appear on the dispatch board under the appointment. Very difficult & ...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
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 month 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
5
Adding finance charge to a recievable customer
When creating a statement WITH finance charges - do NOT create another invoice number. We manually enter our invoice numbers so when we create an invoice number 1234 and ...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
9
Too many 0's on invoice...
The Qty, and Price fields on invoices have too many zeros, it should only show the actual number like 14.5 not 14.500000 or 45 not 45.000000by: Devin J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
11-2 Work Order, Control bar drop down, Client #
I have found many times that the Client Name instead of the Client # on the 11-2 Work Orders Control Bar drop down would be much more useful. While posting invoices in ...by: Connie H. | over a year ago | Last activity over a year ago | Status changed about a month ago | Service Receivables
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Votes
4
Work Order Selection for Posting
When in the 1-2 Screen and I want to post Open Work Orders, I click on Post, the click Multiple Records. The list shown does not include all the Unposted Open Work ...by: Amy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
The Canadian version does not have the markup in Service
Not sure why in the Cdn software we do not have the service markup in the 11-2by: Britt S. | over a year ago | Last activity over a year 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 over a year ago | Status changed about a month ago | Service Receivables
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Votes
4
SAGE 100 Canadian Version 19.4 - Removing Void Records from 11-2 and ...
Would help tremendously to have the ability to remove all the void work orders [screen 11-2] and all the void progress bills [screen 3-7] - in 11-2, once the record has ...by: valentina 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
When an invoice is created in the 11-2 screen, I would like to be ...
This could save time by not having to click on the email link and then selecting an email addressby: Greig E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
12
Ability to save work order without assigning the invoice number and ...
Customers who create work orders and then later invoice would like to be able to have the invoices post in the order they are invoiced not in the order the work order is ...by: Angela N. | over a year ago | Last activity over a year ago | Status changed about a month ago | Service Receivables
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Votes
3
Service Order Costs doesnt copy & paste onto new work order.
When we mess up on Work Orders we like to just copy and paste everything. I don't like that it won't copy the Service Order Costs to the new Work Order. Is there anyway ...by: Melanie 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
Search for customer by phone number in look up window.
When entering into look up windows attempting to search by customers full phone number it does not pull up any information based on search criteria entering the customers ...by: lacey w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Service Invoice Profitability Reports - Fix
The Service Invoice Profitability Reports do not summarize job costs correctly when more than one invoice is posted for a work order. The billing is summarized ...by: Kay 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 scheduling from the dispatch board, not pulling default Priority ...
PROGRAM PROBLEM 11-2 - I have set my default priority on the dispatch tab. If I'm on the dispatch board and highlight a time frame and create a new work order the ...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
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 about a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Need to be able to add dispatch information to billed work orders
Work orders are billed daily. Time may be entered after the work order is billed. I need to be able to enter time to the work order after it is invoiced.by: Tracy R. | 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 to be able to delete a dispatch in SSO by admins
Currently in SSO there is no way to delete a dispatch on the dispatch screen. Ours change all the time and would be helpful to delete on the SSO module and not only in ...by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
Need to be able to open a WO without a client
We have to open WO's for jobs on recon or for bid jobs when a lot of the time we don't know who the client will ultimately be. Need a way to change the client on the WO ...by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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