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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 5 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

Managing drivers schedules for tickets not completed yesterday

The schedule view in Texada Web focuses on the current day. Deliveries and pickups that were not completed the day prior can be missed. Making overdue tickets from previous days visible in the schedule view to highlight passed due work would aler...
John Hellens over 1 year ago in Texada Web 3 Needs more votes

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

Open Site box checked - as default

Our company would like the "Open Sites Only" checkbox to be checked by default when operators create any document and need to add a site from the Customer Header > Customer Information > Ship To > Site Search (please see the screenshot fo...
Guest 3 months ago in SRM 1 Needs more votes

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest 3 months ago in SRM 1 Needs more votes

Ability to enable Dynamic Pricing

Dyanmic Pricing, rental rates could be set to change automatically when time utilization is high and group availability is low. The system should allow you to define which groups are included and what percentage(s) to adjust up or down based on th...
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Rouse Data Integration - Ingest Asset Data

As a client of Rouse Analytics, it would be very beneficial to have the asset liquidation value and replacement cost updated from the data that Rouse supplies.
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 7 months ago in SRM 1 Needs more votes