-
Votes
42
check box to enable invoice sent by email
It would be nice to be able to type in a billing email address and be able to check a box that will send the invoice by email, instead of printing. More and more ...
by: Shawn B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
35
Give the option to change font color for customers that are inactive, ...
We would like to be able to change the font color or red flag customers that need special attention to their accounts so that they do not potentially get scheduled for ...
by: Kayci L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 3 Service Management
-
Votes
32
Date warning when entering invoices
A warning should be displayed in AP, Purchasing & Service when the invoice date entered is in the future, or more than a month in the past to eliminate entering invoices ...
by: Shelley R. | over a year ago | Last activity about a year ago | Status changed over a year ago | 3 Service Management
-
Votes
18
SM - Work Order screen needs to be larger.
When entering to the register, the screen needs to be larger so data entry could be better.
by: Denis B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
16
Service management need to allow a payment date for credit PO's. This ...
Requires payment date on all invoices even credit ones.
by: Dinah W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
15
Need to be able to reassign a SM Work-Order to another location when ...
We have several apartments we do work at where the name of the apartment can be very similar and thus staff accidentally create initial WO under incorrect customer ...
by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
14
Service Management Dboard needs overhaul..
Our company recently had to switch back from the now defunct Sage Timberline Enterprises (STE) platform to (Sage Timberline Office) STO now being called Sage 300 CRE. We ...
by: Travis G. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 3 Service Management
-
Votes
14
Need to be able to add additional statuses like "customer hold" and ...
We need to be able to accurately reflect what's happening out in the field
by: Ron J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
14
Give the option of a monthly calendar for the DBoard
We would like to navigate through the DBoard without having to open a new tab for each day. A calendar to the left of the DBoard would be nice. If we could click on the ...
by: Kayci L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
14
Small jobs - Sales tax billing
In some states material is taxable (not labor) it would be nice if the system would allow a tax calculation on the material sale amount but on the labor.
by: Debra C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
13
Small jobs - need to be able to provide a detail invoice with parts ...
Some clients want a one line invoice and other want more detail on the invoice from service management ie - labor and material
by: Debra C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
13
Service Management option to include sales tax in cost basis for parts ...
1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...
by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
12
Service Management Use/Sales Tax accrual
Currently unable to accrue tax liability from SM
by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
12
Service Management invoices
Would like to see the correct total due in the box if a payment is made before invoicing.
by: April R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
11
Service Management Search Option
Be able to filter the invoice view tab by an invoice amount. Currently there is no such filter so you have to scroll if you are looking for a certain amount.
by: Cindy H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
10
Raise the character limitation for PO# and Alt. work order #
In Service Management, we need the character limitation to be higher than its current setting for the Purchase Order field and also the Alternate work order field when ...
by: Kayci L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
10
Flag inventory when trying to use items that are not in stocking ...
We need to have some kind of notification or warning when trying to enter inventory items that are not available in the stocking locations indicated in the work order ...
by: Kayci L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
9
Increase the numbers of characters in customer PO field in Work Orders
The field length in work orders for the Customer PO is too limiting. We need it increased to 20 characters. We are getting payments held up because we cannot use the ...
by: Pam M. | over a year ago | Last activity about a month ago | Status changed over a year ago | 3 Service Management
-
Votes
9
Billing check list per job/customer
There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer. EX: If a customer requires a ...
by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
8
Make a canned report showing by work order the revenue, cost for ...
It is a very basic and mandatory accounting need to tie out totals by SM work order (just like we need to do by job) to the GL and financials. There is no accurate ...
by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
Welcome to the Sage 300 Construction and Real Estate Ideas site!
