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Import Misc. Journal Entry - Vendor to Account Matching

Other accounting applications (Quickbooks) off the ability for a user to import their bank/credit card statement, the system will match up the "transaction name" and link it to a vendor and GL account. Exceptions will be handled by selecting a ven...
Alex Kress 13 days ago in SRM 1 Needs more votes

CAPS LOCK Always on

If the system could always be in CAPSLOCK whether it is on or not on the keyboard this will save a lot of retyping when sending emails and other work outside Texada that Capitals are not required.
Matt Schlosser 8 months ago in SRM 2 Will not implement

Add conditions to filters in list views

Only pre-defined filters allow for range or checklist filtering. The other columns are only direct match based on a search string. The addition of contains, not in, equal to, etc... would be very valuable for ad hoc searching
John Hellens 12 months ago in Texada Web 2 Planned - to be scheduled

Multiple Bin Labels per location

Issue Description Currently the “Bin Location” option is a free-form text field that allows an Operator to define a “Bin Label” to identify the physical location such as a shelf/rack for inventory retrieval. It has been noted by several clients th...
John Hellens about 1 year ago in SRM 1 Planned - to be scheduled

AP INVOICES ADDING UP TO 30 DIGITS FOR INVOICE NUMBER

When entering invoices in AP invoices we have limited digit space when entering the invoice number there is only 9 digits for the invoice number that show up on the check stub. Can you please change the digit space to 30. When we print checks the ...
Guest 6 months ago in SRM 2 Planned - to be scheduled

Texada mobile users should be able to add Work Order Service Kits directly to a work order

Current work order service kits functionality only works in SRM, and only at SRM work order creation or Maintenance Scheduling WO creation. It would be very beneficial to allow Technicians to add kits directly to a work order instead of having to ...
Shane Hanks 11 months ago in Texada Mobile 0 Needs more votes

Ability to add Service recommendations in mobile

Mobile Mechanics also need a visual overview of outstanding service recommendations that have been flagged against an asset in SRM that has been managed/and or added by an SRM administrator.
Mythily Sureshkanan about 1 year ago in Texada Mobile 1 Planned - to be scheduled

QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest 8 months ago in SRM 1 Needs more votes

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and inv...
Amanda Craig 9 months ago in SRM 0 Needs more votes

Show Site Name on Work Orders

When a new site is added to a Work Order on Texada Web, only the site's address and contact information are displayed in the Work Order's "Info" tab on the mobile app. We would like the app to also display the name of the new site.
Aly Elraghy 4 months ago in Texada Mobile 0 Needs more votes