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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 about a month ago | Status changed over a year ago | Service Receivables
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Votes
10
3-3-1 cash receipt - ability to reprint for customers that have ...
need to reprint receipts for customers that have lost or misplaced them. We always offer to reprint an invoice with zero balance but some customers just want the receipt
by: Tanya L. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Service Receivables
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Votes
10
Service Receiveables 11-2
Is there a way to make the Status Option of "Review" an actual option? I want to be able to review my Work Orders before posting them, but at the same time keeping them ...
by: Danny L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
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Votes
10
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 11 months ago | Status changed over a year ago | Service Receivables
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Votes
10
Move inventory on completed work orders
Currently you can't have inventory allocated to a work order by setting the work order to complete, and you can't enter a $0 invoice. The only way to move the stock ...
by: Jenna Y. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
10
Add phases to Work Orders
There are a lot of folks who would use Service to dispatch crews but cannot if they do phased work like subs in the new home sector.
by: Jim C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
10
11-2 Add keyboard shortcut for the "calculate" function
Many functions have a keyboard shortcut like CTRL+D or whatever. Can you create one for the calculate function? Looking for it in SR 11-2 but would be helpful in ANY ...
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
10
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
10
Service Receivables Billing Rates
Add functionality to Service Receivables to be able to apply different billing, markup and overhead rates for materials to different clients. Be able to apply T&M ...
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
10
Visual Flag for Client Statuses
I need a couple of flag fields on the client record (just a toggle on-off is fine) that show up on the work order header 11-2 as soon as the client name is selected. My ...
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
9
Client Service Statements Should use the Invoice date not the Work ...
When sending a Service statement to clients the Inv. Date should be the date that is in the Billing Tab Invoice Date Box. Currently the Invoice date on the statement is ...
by: Nathan T. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Service Receivables
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Votes
9
11-2 Work Order should not be voided after Service Order Costs have ...
The system should not allow you to void a Work Order after costs have been posted. If you have posted costs through AP or Payroll that are charged to the work order, it ...
by: Jennifer L. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Service Receivables
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Votes
9
spell check on all caps
Please make spell check work in notes when written in all caps. In the past 7+ years that we've been using Sage Contractor 100, we have always written our notes in all ...
by: Anthony A. | over a year ago | Last activity about 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
9
11-2 Work Orders/Invoices: Change Option to Remove Paid/Void/Completed ...
Currently, if users want to remove only Voided records, they are not able to do so. They must remove all three status types Paid, Void, and Completed. Please allow for ...
by: Traci 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
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 45.000000
by: 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
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 2 months ago | Status changed over a year ago | Service Receivables
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Votes
8
When more than one person can open the same Work Order at once, it ...
If we have our dispatch person and accounting person in the same work order updating notes, the first one that saves and exits will be erased when the second person exits ...
by: Robin S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
8
Work Order Salesperson Default
Please default the Salesperson in WO from the client table. It would be really nice if you choose the option of default from client OR Job - but if not - client ...
by: Greig 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
Create Work Orders from Contracts
We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...
by: Jess D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
By Category
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