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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 7 days ago | Status changed over a year ago | Service Receivables
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Votes
30
Would like to be able to bullet/number, tab and space in the note ...
We type our quotes and proposals in the Service Receivable Module. This allows us to keep a list of quotes/proposals we need to follow up on. It would help when creating ...
by: Dody T. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
27
It would be very helpful to be able to have more than 1 work order ...
Allow multiple work orders open at a time. Anyone who works in the system would probably find it helpful to not have to close what they are in to pull up a different ...
by: Amanda L. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
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Votes
27
Service Contract on Work Order
WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...
by: Barbara T. | over a year ago | Last activity about a month 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 month ago | Status changed over a year ago | Service Receivables
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Votes
19
We would like to suggest that "Completed" work orders be able to be ...
We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...
by: Jennifer H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
19
Completed Work Orders
We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...
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
18
Have the deposit on a work-order automatically apply to work-order
When a deposit on a work-order is received it is just entered at the bottom of the work-order and a credit invoice is created. Would be nice if you could just receive ...
by: Melinda A. | over a year ago | Last activity 8 days 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 month ago | Status changed over a year ago | Service Receivables
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Votes
15
11-2 Service order costs need to show if hours were REG, OT, or DT
In the work order screen, if you go to view, Service Work Order costs need to not only show hours, but the type of hours (regular, overtime, premium time). Also, when ...
by: Alina S. | over a year ago | Last activity 9 months 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 about a year ago | Status changed over a year ago | Service Receivables
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Votes
13
Attachments not viewable in SSO if document is located outside the ...
Documents that we attach in Sage menu 11-2 are not visible in SSO if we attach by creating a link to the file. Any item linked to somewhere outside of the Sage ...
by: Ryan S. | 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 Hall
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
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 about a month 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 about 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 address
by: 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
Hide dispatch board columns/Multiple boards
Would like to be able to only see technicians on dispatch board for certain groups such as only residential or only commercial. When a customer calls in the ...
by: Danielle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
Option to print statements in ALPHA - AR, SR & Combined
Statements have very few options, please add an option to print in alpha order, printing by customer number is useless.
by: Gretchen H. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Service Receivables
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Votes
11
Add to help. Explain the difference between routes, contracts and work ...
There is no information in help about the differences of routes, contracts and work orders and when you would choose to use one over the other.
by: Rik M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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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 26 days ago | Status changed over a year ago | Service Receivables