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Ability to change Credit Rating when processing Customer Payments

When customers are put onto stop credit need to streamline the process to take off credit when they pay the account
Donna Smith-Hill 8 months ago in SRM 4 Needs more votes

Create a function to have "All Email Types" default to ticked.

This is in regards to the "All Email Types" box that appears at the bottom of the "Add cash customer" screen whilst creating a new reservation. It defaults to being unticked and we would like to have the choice to change the default to being ticke...
Amanda Craig 6 months ago in SRM 0 Needs more votes

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages.

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages. ​
Donielle Gros 7 months ago in SRM 0 Needs more votes

Electronic signatures for A/R invoices

Electronic signatures for A/R invoices, that when invoice is auto emailed at close it has the signature on that invoice.
Donielle Gros 8 months ago in SRM 1 Needs more votes

Create a utility to update contract details ( same as vendor/customer utilities)

Rather than having to update contracts individually, a bulk download to excel then amendment and reimport data would help to update Changing data like salespeople.
Guest 9 months ago in SRM 1 Needs more votes

Damage waiver by site

When doing business in a different province or taxing region. The taxes applied to the damage waiver are determined by the damage waiver code. The proposed solution is to allow damage waiver codes to be assigned to a job site. use case: when a cus...
John Hellens 10 months ago in SRM 0 Needs more votes

Work Order: Support for Bulk Rental Asset Quantity

Issue Description When creating a WO and assigning an Asset to be worked, when servicing a Bulk Rental asset there is no way to specify the quantity of that bulk asset that is being worked to appropriately update availability. Client scenario: The...
John Hellens about 1 year ago in SRM 0 Needs more votes