Our Controller has suggested that it would be nice to be able to pull the “reimbursable” report by work order # instead of just by customer name. In our office everything is by the Work Order Number
Reimbursable by WO # Read More »
I would like the ability to filter by Sales Tax Vendor in the Pay Sales Tax form and on the Sales Tax Detail/Sales Tax Liability reports. Should this be added, It would be great if the filter in all three places only loaded sales tax vendors assigned to sales tax items rather than all vendors.
Sales Tax Vendor Filter Read More »
With the recent change in the software that verifies sales tax items in a sales tax group upon saving an invoice, we now have to change our process. Because we ONLY add sales tax groups, finding a specific sales tax group in a list over 150 items long can potentially cause errors in getting the
Hide Non Sales Tax Groups Read More »
When assigning an Asset to a Work Order we would like the technician to be able to record the Odometer/Meter Usage reading from the work order while using Mobile II.
Enter Asset Odometer/Meter Usage from Work Order in Mobile II Read More »
add item Qty to lines. currently Item name, amount, description, vendor total
Bills By Customer:Jobs Report Read More »
Please add “Created By” and “Modified By” fields to all lists, particularly WO and Invoices but on all lists (i.e. customer, PO, Estimates, Sales Opportunities, etc.) Please also add those fields to customer data views (i.e. WO details, Invoice Item Details, etc.) Last, these fields should also be available in both the list search filters
“Created By” and “Modified By” Fields Lists and Data Viewa Read More »
Love the new scheduling Wizard Phase 1. Next update hoping it will allow us to schedule a (new) customer account from there as well, not just existing customer accounts. Also, allow us to right click anywhere throughout those wizard step-by-steps and go directly to their History if the customer has a quick question to answer,
Scheduling Wizard Enhance Read More »
I would like to see the batch update stage available in all lists. Just like it is in WO list. For example we use stages on invoice for warranty tracking. We have some where stage was missed and now there are hundreds of paid invoices with the wrong stage. I am sure the feature would
Batch Update Stage All Lists (invoice, PO, etc. Read More »
Require description when creating a work order in mobile. Currently a work order can be created but it is blank.
Mobile Work Order Requirements Read More »
Form 1095C & 1094C created. We need this form for yearly filings. All of the info is already in Aptora, the report just needs to be built out.
