Import bills directly to a work order
Add the ability to import bills directly to a work order number for job costing purposes.
Completed
Bulk Inventory Qty Uploading
The inventory Qty uploader (Import field) needs three fields to be added, Plus one optional field a. Department, b. Account (This will allow the appropriate Inventory shrinkage account to be applied to the adjustment – Not the default “30010 – Opening Bal Equity” account, which is misleading ) c. Memo (allowing specific details to be …
WO Custom Styles – Item Description
Please add the “Item Sales Description” to the list of available fields to choose from when building a Custom Style for a Work Order.
Custom Styles on PO
Please add the ability to make a custom style for a Purchase Order. The standard form (the only form) that is included with the software is outdated and my vendors have a hard time reading it accurately. If I could make my own form I could add things like line numbers, separation lines between line …
Custom PO Form
The ability to create a custom PO form. Much like the ability to customize a Invoice. I know that you can create a custom PO Report in Custom Data View, however, more steps to get there. Want the ability to send a custom PO via email right from the PO screen.
Edit Mobile Items on Same Screen
Can you please add the ability to edit a mobile item without going to another form. That will save button clicks. The main fields like price would be fine.
Identify a User as an Admin
Many times the person with the administrator is not available to enter a password. It would be most helpful to have another user enter a password different than the administrator password to override the cutoff date saves.
Rehire Date for Employees
HR Request: I would like to have a rehire date for employees. This would be right under the hire date in Total Office Manager. I would also need a second release date right under the first one. In HR we often have to know the original hire date, termination date, and the rehire date for …
Import Work Orders
Have the Ability to import work orders from spreadsheet. We average 60-80 work orders per week. It would make things much quicker to be able to upload.
Work Order No Invoice/Sale Required Button
We have discovered this is a very dangerous button. We need to allow our dispatchers to create work orders so I can not take away that permission. But this button when checked will prevent our billing team from seeing the work order ready to bill. We would like to see this button as a security …
