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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
6
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...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
6
Automate Location Records in 11-2 Work Orders
A common problem we seem to encounter is that nobody enters location records, and instead re-enters the location information in 11-2. It would be nice if the system ...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
6
Searchable Work Order Selection for Posting
In 11-2 work orders->Post-> Multiple Records. This screen only displays/sorts by record numbers and not by any other column. Who would want this: Everyone that creates a ...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
6
Service Order Name/Description should display when I enter Work Order ...
When I enter in a Work Order # into an AP Invoice (4-2) or into a Payroll Record (5-2-2), it would be nice if I could see the name/description of the job. Some times ...by: Charlotte C. | 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 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 4 days ago | Status changed over a year ago | Service Receivables
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Votes
5
Have cash receipt and deposit date seperate.
When a cash receipts is received it would be good if we could receive it without having to post it has a deposit at the same time. The date received and the date ...by: Melinda A. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
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Votes
5
Work Order 11-2 Open on Invoice Details Tab
When opening the Work Order Screen(11-2), it opens on the Location Tab. Would really love it to open on the Invoice Details Tab.by: Christina T. | over a year ago | Last activity 9 months 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 9 months 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
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
5
Enter work order number on AP entry/Inventory allocation
It would be ideal to be able to select the work order before the job cost window and be able to reference it from AP searches. The job should pull from the work order as ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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
5
Be able to partially invoice for totally invoice a workorder without ...
Many times our customers request us to send them the invoice to begin processing prior to our technicians being dispatch to the job. If we invoice the work-order in Sage ...by: Melinda 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
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...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
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
5
"client outstanding balance of $X.XX" showing in service receivables
Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
11-2 Service Contract contract start date and contract expiration date
Add a feature to allow the 11-2 Service Contact State Date and Service Contract Expiration Date to auto-fill based on Service Contract information attached to the 3-6 ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Allow an alternate GL Control account for S/R customer deposits
Currently, using the "Deposit" entry on a Service Receivables Work Order creates a "credit memo" in Service Receivables. The Debit account can be specified when setting ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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