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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...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
2
11-2 Billing Cycle Tri-annual/Specific Months
In 11-2 Billing cycle drop down it would be helpful to have an option to chose specific months. We have some clients that want a tri-annual contract or very specific ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
In the 11-2 service workorder, the client look up should be by last ...
In prior versions, prior to 19.5 when in the 11-2 screen, when searching for a customer name, in the client pull down, using the f4 look up function, it searches by first ...by: Regina S. | 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
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
2
11-2 Lock Billing Service contract add on
Hi, In the Billing tab, add a toggle that is linked to the expiration date. It would either prevent further (additional) billing of the service contract after the ...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
11-2 Voids need to keep the same order # and invoice #
When changing a record in 11-2 (essentially creating a void) the order # and record # need to stay the same on the new record #. This used to be the case up until a ...by: Candy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service Receivables description line on invoice tab for row 2 etc. ...
Description defaults to whatever was on line 1, and delete key doesn't take it out. You must enter to next field, go back, click on the description to highlight it, then ...by: Kathy G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Create a recurring service receivable revenue module
Create a recurring service receivable module similar to 3-11 in Accounts Receivable. This would be helpful for monthly recurring revenue. Currently it is possible to ...by: Rosie 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
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
1
Add a cost line in the Invoice Details Columns
Some things that we bill out are not in our inventory, and rather that clutter it with things we do not and will never stock, it would be nice to have a cost column added ...by: Pam Z. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Service Receivables
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Votes
1
Duplex Printing in Batch Seperated by Invoice
I love that Sage has a Duplex option, however when you are printing a batch its printing all as if a single report so one invoice might be on the front and another on the ...by: Pam Z. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Service Receivables
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Votes
1
Pull labour charged to a work order into billing with materials
It would be helpful to have the option to pull in labour and materials charged to the work order - whether the labour is on the work order itself or through daily payroll ...by: Pam Z. | 5 months ago | Last activity 4 months ago | Status changed 5 months ago | Service Receivables
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Votes
1
1 click for charging CC Fee to Customers if they choose CC payment ...
Due to the rising CC processing costs we would like a 1 click option if a Work Order customer chooses to pay us with credit card. Currently we have to manually key in ...by: Will B. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Service Receivables
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Votes
1
User ID for partial service invoices should be the user who actually ...
Currently, when you create a partial invoice in the service receivables module, the user id for the partial invoice record is shown as the same user who created the ...by: Nate K. | 10 months ago | Last activity 10 months ago | Status changed 10 months 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. | over a year ago | Last activity over 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
1
Work Order Scheduled Field-Add ability to RENAME
When using the F7 key in the Scheduled Field in a work order, you are not allowed to rename that field. Why not?by: Leslie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
11-2
I would like to have the ability to select a GL sales account for a "part" when it is needed to be different from the default acct # for example: we have set up a ...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
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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