We have vendor aliases on our items but cannot search for these when invoicing. It would be a big help to not limit this by vendor. Our retail counter doesn’t always know who we purchase the items from and the scanner is not picking up the items.
Set a preference in which I can set so the Marketing source that is in the customer file does not auto populate to a work order that is created? Example: in 2012 “Mr. Smith” calls us for a service call because he saw our van and is a new customer. We create the new customer …
between work orders and invoices in mobile II the menu’s aren’t the same… very annoying
There needs to be a way to add pictures easily to an estimate while in the field, then the pictures need to be able to flow automatically through to the work order for viewing by the installer. A simple pop up could ask if attached document links should follow to the next step when creating …
Attach Pictures to Estimates in Mobile 2 which flows to WO Read More »
There really needs to be a company setting that will check mobile generated time sheets as reimbursable. Going back to the time sheet entries to manually check entries reimbursable for every invoice is very time consuming.
Please add the GL balances yes or no to the audit trail like you have in the company information. This will help narrow it down for us and you.
Currently the Asset Disposed Date defaults todays date. If for whatever reason you sell an asset like a Truck you may not record the sale the actual date you sell it. For example we had a vehicle that we sold this year at the end of December. We did not record the day the transaction …
When designing a custom form (invoice, PO etc.) it would be create to have a template available for modification. The hardest part of the form design is getting the headers, footers and body setup correctly. And for certain items to group, subtotal and total. If the original form was available, then we could modify and …
Have the ability to mark group items as commonly used.
When you are in Custom Data Views & List some of the Titles or Headers are very long. The only way you can get them into view is to shrink them. Then you don’t know what they are. It would be great if you could wrap the header texts so you could shrink the columns …
