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Votes
5
Please make statements modifiable or give us better options.
Now that we can mass email invoices, can we get a statement that can be modified to show the columns we'd like, with the categories we use. Monthly categories vs. number ...by: Gretchen H. | about a month ago | Last activity 19 days ago | Status changed about a month ago | Service Receivables
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Votes
5
Track commissions as they are paid
It would be great if Sage 100 Contractor had the ability to track commissions on Service Receivables sales based on when invoice is paid. I have previously used Sage 100 ...by: Michael C. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
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Votes
5
PO ship to address from work order when generated from WO
For clients using the service module and generating POs from the WO, the shipping address on the PO could auto populate from the work order like it does from the job. ...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
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 over a year 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 over a year 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 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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Votes
5
Warning pop-up when a scheduled dispatch end time is before the start ...
For example: I enter the times manually and schedule Joe's service at Burger Den from 9 AM to 8 AM instead of the other way around. Sage allows this to happen and then ...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
4
include voided invoice numbers in uniqueness
Please include an option or setting to allow voided work order and/or invoice numbers to be counted when entering WOs. There are times when we need to have the invoice ...by: cody c. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Service Receivables
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Votes
4
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 about a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Need a different credit card processor than Paya
Please offer a different integrated credit card provider than Paya. Paya does not support a tap/swipe card reader. The only swiper that works is Magtek which has been ...by: Juli C. | about a year ago | Last activity about a year ago | Status changed about a year ago | Service Receivables
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Votes
4
Service statements - print in invoice date or # order, not record #
Please change the default sort of all the job, client, and service statements by invoice date instead of record #. This would be true for just about every other list ...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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