Skip to Main Content
ADD A NEW IDEA

All ideas

Showing 82

Import Misc. Journal Entry - Vendor to Account Matching

Other accounting applications (Quickbooks) off the ability for a user to import their bank/credit card statement, the system will match up the "transaction name" and link it to a vendor and GL account. Exceptions will be handled by selecting a ven...
Alex Kress 5 months ago in SRM 1 Needs more votes

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

Improved document emailing out of Web

Downloading attachments (inspection form pdf to go with invoice pdf) from TW and emailing from Outlook is Time consuming.
Mythily Sureshkanan over 1 year ago in Texada Web 5 Needs more votes

Trigger a Rental Return from Contract list and Contract Edit

Having to jump between multiple screens to execute tasks is bothersome. Have a button to start the return from the contract list and from the edit contract. I find myself going to the contract list to find the contract, confirm this is the one I w...
Alex Kress about 1 year ago in Texada Web 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

Allow other operators to manage Texada Web Views

Currently Views can only be edited/deleted by the Creator of the view: other operators can use, or save a copy to be edited, but not remove them. If that Creator is unknown or no longer exists there is no way to remove that view if it is no longer...
Ben Ashton 7 months ago in Texada Web 1 Needs more votes

Extend labour line comments on Work Order beyond 2 lines and stop comment text from wrapping

Labour line comments field on work orders only display 2 lines in Web properly.Customer mentioned that mechanics often include a lot of notes in the comments against the labour line and reviewing them with the scroll bar requires a bit of precisio...
Isaac Davis about 1 year ago in Texada Web 1 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

Add, change or delete Services within Tickets

Our schedulers need the ability to add, change and or delete services prior to closing delivery and pick up tickets. This is the area we use to charge our customers transport charges to and from site so the ability of doing prior to closing a tick...
Donna Smith-Hill about 1 year ago in Texada Web 2 Needs more votes