The ability to associate an invoice to an estimate. Assign to estimate similar to assign to work order. This would allow us to bill from the mobile work order and not have to recreate an invoice and omit the mobile work order with the signature on it. This would allow you to know quickly how …
The ability to “save all” or at least save new when you get the “Beautiful” yellow screen so you don’t lose what your working on. You allow me to pause what I am doing to type notes in the yellow box to help APTORA, having the save all button there, would make the painful yellow …
Ability to filter list by Zero Cost to reduce the amount of time it takes to fix zero costing invoices.
Warehouse Bin Location on PO or Item Receipt similar to how it prints on a pick ticket so when receiving parts you can quickly see where to put the parts away.
Ability to have more then 1 serialized item per line A. Makes the invoice not as long. With 100+ line invoices/quotes if you have to list each item with serial #s its makes that invoice even longer and harder to follow. Second when doing a AIA application and you need it to match the quote …
Ability to have more then 1 serialized item per line Read More »
Pick Ticket Location Field on Estimate. Form Preference in Invoice/Estimate List so you can view this from the invoice list so you don’t have to use your memo field.
Ability to see the work order status, stage from the item history screen. Ability to see Estimate Status/Stage and Purchase Order – Stage. This way if you need to see how many of an item you need to order from the item history you can see this at quick glance if a project is done …
Ability to see stage/status from history screens Read More »
The ability to track inventory serialized items in an assembly. As you build the assembly you link the individualized serialized item to each assembly so when the item is posted to the invoice it allows you to link each serialized item to the customer and they are pulled individually from stock. With electronics parts there …
The way AI billing and ITEM Reservations work if you use an ITEM Reservation it doesn’t play nice with AI billing. If you use ITEM reservation then it does not show billed 100 percent so in the module window for AI billing it then doesn’t show up. If its in a group it brings the …
Ability to use ITEM RESERVATION/groups & AI Billing together Read More »
The Ability to see item reservations allocated from a job and Parts on order without having to manually check each part of have multiple windows open that “crash” or under perform in the software. To use the features as they are designed you can see a total picture of where your at vs where you …
Ability to see item reservations allocated to a job Read More »
