ADD A NEW IDEA

SRM

Showing 59 of 140

ABN on Counter Documents

In Australia, it is a standard to show the customer ABN on documents. By enabling this as a standard form, we will have less customers asking for custom documents, and a simpler way to meet this business goal.
Stephen Cavanagh about 2 months ago in SRM 1 Already exists

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 11 months ago in SRM 2 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 about 1 year 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 about 1 year ago in SRM 0 Needs more votes

When entering Miscellaneous Journals in the GL, the operator Batch code should auto-populate.

When entering Miscellaneous Journals in the GL, the operator Batch code will not populate automatically, it has to be manually entered for each entry. Can that be changed so it does? When entering A/P invoices the batch code DOES auto-populate onc...
Guest 4 months ago in SRM 1 Needs more votes

PRINT P.O. RECEIVING WORKSHEET AT TIME OF PO CREATION

Reduce the time it takes to put PO package documentation together by creating and printing the P.O. receiving worksheet at the same time as the purchase order is created. In the confirmation screen right after a purchase order is created, there ar...
Suzanne F 5 months ago in SRM 1 Needs more votes

Multiple invoices to be split into separate PDF files

Customers are requesting that we split multiple invoices into single pdf's when generating a range of invoices to one customer
John Hellens over 1 year ago in SRM 1 Will not implement

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall about 1 year ago in SRM 3 Needs more votes

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh 3 months ago in SRM 1 Needs more votes

To track the date that a workorder is closed, to enable performance measures around how long a workorder is left open.

We would like to track how long a workorder is left open, to ensure that we are responding to issues efficiently. To do this we need to know when a workorder is closed. Currently (According to support), "... there is no direct way or even a workar...
Guest 3 months ago in SRM 1 Needs clarification