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SRM

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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 almost 2 years ago in SRM 1 Will not implement

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 6 months ago in SRM 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 10 months ago in SRM 1 Needs more votes

Send notification after a document has been E-signed

Currently when a document is e-signed there is no internal notification from SRM that the signature is complete 2 requests for this services and Hi Reach
John Hellens almost 2 years ago in SRM 0 Planned - to be scheduled

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 10 months ago in SRM 1 Needs more votes

Dark Mode Option

Operators are requesting for a dark mode option when using SRM.
Guest 7 months ago in SRM 2 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 7 months ago in SRM 1 Needs more votes

Please add excel output option to the Outstanding Checks Report

All reports should have excel output option
Guest over 1 year ago in SRM 1 Planned - to be scheduled

Ability to change job cost codes by stage of job

For companies who manage customer billing with job costing, they would like the ability to manage them by stage of job by site supers, vs currently only being managed at the Group level as it is today.
Adam Kropf 4 months ago in SRM 0 Needs more votes

Purchase Orders - Multiple Divisions

Ability when creating a purchase order for same vendor but costs need to be associated to various division that the division allocation is based upon each line entry and not at header. This I understand would only be of benefit if goods are being ...
Donna Smith-Hill over 1 year ago in SRM 2 Already exists