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SRM

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Add Excel Option to the Unbilled Contracts Report

Please add the option to export the unbilled contracts report to an excel sheet
Rebecca 2 months ago in SRM 0 Needs review

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 over 1 year ago in SRM 2 Will not implement

RUN AN INVENTORY REPORT (WITH COUNTS) BY DIVISION, LOCATION

We are constantly running inventory reports for our growing fleet of vans. Today, there are are no easy ways to see what is in the vans and the quantities.
Guest 3 months ago in SRM 0 Needs review

SERVICE CODE - NOTES ON WORK ORDERS

ON AN INVOICE IT ALLOWS YOU TO PUT NOTES FOR A SERVICE CODE, BUT ON AN WORK ORDER IT DOES NOT ALLOW YOU TO PUT NOTES FOR A SERVICE CODE.
Donielle Gros 3 months ago in SRM 0 Needs review

Allow Invoice attachments and invoice itself to be emailed together

Currently, when an invoice in SRM has an attachment, the attachment has to be emailed separately from the invoice PDF. It would be convenient to be able to email the pdf invoice, as well as the attachments in one singular email so that customers g...
Rebecca 3 months ago in SRM 0 Needs review

ACH for Bank of Montreal

BMO is rejecting ACH payments due to a specific file change required for their company create an ach import that will be compatible with BMO
John Hellens 5 months ago in SRM 0 Planned - to be scheduled

See cost instead of selling price of parts when viewing internal Work Orders

Currently, SRM shows marked up prices of parts on internal work orders. Prices only revert to cost when the work order is closed.
Guest 5 months ago in SRM 0 Needs review

OEC On Rent Report

A report that shows OEC (Original Equipment Cost) and value on rent vs the total OEC looking for a repot to be able to quickly see the % of our total fleet on rent.
Rebecca 3 months ago in SRM 0 Needs review

How to determine were a GL Account is "In Use"

Request: Create a Utility where the GL account # can be entered, and the system will then evaluate and return a list of configuration locations where that account has been defined so it can be updated.Scenario: Client was configured with wrong GL...
Ben Ashton 3 months ago in SRM / SOW 1 Needs review

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 2 years ago in SRM 1 Planned - to be scheduled