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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 12 months ago in SRM 1 Needs more votes

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall 12 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 8 months ago in SRM 1 Needs more votes

Create Task from Invoice

Currently the ability to create a task with a quick click (button) when creating/editing an invoice is only available in SRM, add this to Texada Web.
Alex Kress 8 months ago in Texada Web 0 Needs more votes

Include an admin/management function to be able to correct error in tracked time.

There should be a function available (for Management or admin users) where tracked time hours are obviously incorrect that supplementary information can be entered to change the total hours recorded.
Guest 4 months ago in Texada Web 1 Planned - to be scheduled

Work In Progress Billing for Work Orders

Currently when the Work In Progress billing for Work Orders is active all work orders must be closed/invoiced in SRM (not Web).In SRM the user is prompted "Is this the final invoice Y/N?". If this prompt was added to Web then clients with WIP enab...
Alex Kress 9 months ago in Texada Web 0 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 9 months ago in SRM 1 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 over 1 year ago in SRM 3 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

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 over 1 year ago in Texada Web 2 Needs more votes