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SRM

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Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens over 1 year ago in SRM 0 Needs more votes

Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros about 1 year ago in SRM 3 Needs more votes

Auto Apply a Marketing Code to Reservations

This is already doable for contracts and invoices. It should be available for reservations. This allows us to add a marketing code such as hours of operation, special holiday hours, or special instructions that would be helpful for customers.
DJ Robertson about 1 year ago in SRM 1 Needs more votes

Request for go back Button or to be able to use the Escape key to go back to work order header

Received a request from an operator on if there is a way to go back or to be able to use the Escape key to go back to the work order header? At this time there is nothing in pace? The request is to have a button added to depress allowing to get to...
Guest 8 months ago in SRM 1 Needs more votes

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 about 1 year ago in SRM 4 Needs more votes

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall 8 months ago in SRM 1 Needs more votes

Accounts Payable Invoice Variance Control

Build a role defined control which allows accounts payable clerks to post/create accounts payable invoices that are within a certain percentage threshold from the Purchase Order. If the variance is too large, the invoice can not be posted until ap...
Alex Kress 8 months ago in SRM 1 Needs more votes

Construction Lien Act Holdbacks

Our invoices on major construction contracts are subject to a holdback amount that is paid out at the end of the project. This is a legal requirement. We need to be able to temporarily discount our invoice in the form of a holdback, typically by 1...
Guest 8 months ago in SRM 1 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 about 1 year 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 about 1 year ago in SRM 0 Needs more votes