We have run across several drop down menus that do not have the feature. The most recent was the GL Account in A/P enter invoice. Our account names are # + Description. So when we go to select we have to scroll through to find what we are looking for.
Thoughts of adding a task bar on pin board for things your working on but not finished. This would reduce the need of having so many windows open for things your working on but waiting on answers for. You would be able to pin everything to this TASK bar so to speak and it really …
Just noticing there are a few key things missing in history that would speed up simple processes and reviews. 1) Payment History doesn’t have payment type. It would be nice to know at a glance if this was CC or Check. 2) Stage would be a helpful view on all applicable forms, not just WO. …
Would like to be able to have a crew for Mobile Stop Watch Feature. We have many 3 man crews that work together all day. Instead of having to assign each one to the work order and also each one have to login hit enroute, working & complete. The Crew Foreman would select each crewman …
NEED the ability for crewman to clock in on work orders that are not necessarily assigned to them. We have crewman that move from site to site. Assigning them to every work order is very cumbersome. We want them to clock in on GEO Time they do not need access to mobile as they only …
When i’m in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.
More filters or Cleaner way to filter in and out exclusions to create custom lists. In all list views we have to have 3-4 lists to perform 1 task. IE Billing due to the way multi-days do not complete themselves automatically. Would like the ability to pick and choose multiple filters per field and not …
Would you be able to add a “Vendor” choice in the form preferences in the Edit PO window?
When we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would rather no information than incorrect information. This would be for desktop users only, not mobile.
Currently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available fields for upload and can rename or add prior to loading. As well as know the # of characters …
