When processing a large check with multiple invoices I can sort by everything other than the invoice number is there a way to make it that we can sort by the invoice number. Is there a way to be able to sort the invoice number when Appling a check to multiple invoices currently I can …
when processing a check with multiple invoices the only spot not able to sort is the invoice number. It would make this process a lot easier if we could sort by invoice number as that is the way i recieve the payment information. The parent has 12,000 children with checks having payments for 1000 invoices.
We would like the ability to be able to batch update estimate status. This would help clean up the estimate status so that we can get proper reporting in the new contractor compass installation backlog located in the company dashboard.
May I make a suggestion? I was trying to figure out where to put gate codes from communities so they would be permanent on the customers records so we didn’t have to ask every time and it would appear on the dispatch emails. I ended up putting it on the main screen under pager. I …
please add an etransfer option to the Vendor Pay bill screen!!
We would like for there to be a section within the notes tab on all work orders for mandatory repairs and recommended repairs
Your document management system is nice, and pretty full featured, but it would be nice to when you go to attach a document, you could chose either attach from folder, or click a button that would up a document scanner interface, where you could scan whatever you needed, then name it, and it dumped it …
For those of us that came from quickbooks. Having used it for YEARS, we are used to certain things. One of the more convenient things was, no matter what list, window you were in, you could hit the esc key on your keyboard and it would return you to what you call the workflow navigator. …
Would like to be able to upload document links from Mobile for assets. Currently the feature is being used for customers and is on every form. It would be nice to be able to upload pictures of the Vehicles during vehicle inspections or maintenance paperwork.
The Cell Phone field which total office manager uses to auto text customers needs to be a header found in all important lists. Please add it to Customer Equipment List, Service Agreement List Work Order Lists, Customer Job Lists, etc. Any others you can think of. It’s an important field people to use to compile …
