Tag: Easy
- 2Assign Check # when Paying BillsThis is a feature I miss from Quickbooks: when paying bills there was the ability to select a method to pay bills, either "To be printed" or "Assign Check numbers". The option allowed you to either se... Read more...
- 15Better Document Link Viewing, Uploads, SearchingWe use document links A LOT to capture everything from model/serial tags to damages to completed photos of installations. We spend a lot of time hunting through images to find the relevant images that... Read more...
- 13Sales Opportunity - Associate Invoice, PO, Work OrdersI would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it's all in one screen. But, there is more to ... Read more...
- 3Filters for ReimbursablesAdd filters to the 'Reimbursable Items' screen similar to the filters found on the 'Assign Work Orders' screen. Some jobs have so many entries making difficult to invoice projects in an efficient and ... Read more...
