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Allow ability to update Customer Credit Rating on AR Customer Payments screen

Existing functionality: The credit rating is displayed when entering a customer payment. This cannot be changed. Requested functionality: Ability to change the credit rating of a customer in Customer Payments if the credit rating does now allow ac...
Ben Ashton about 1 year ago in SRM 1 Will not implement

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

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

WO history

Capture history of actions on a WO and display it under history section.
Mythily Sureshkanan about 1 year ago in Texada Web 0 Planned - to be scheduled

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

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

Include Machine Weight/Dimensions on Texada Web

Everyone within the chain from the person assigning the job to the person delivery the goods has a responsibility to ensure compliance with speed, fatigue, mass, dimensions, loading etc. https://www.nhvr.gov.au/safety-accreditation-compliance/chai...
Mythily Sureshkanan 8 months ago in Texada Web 0 Planned - to be scheduled

Open and Closed Work Orders in Gateway

Provide a view of open and closed work orders, plus their status the ability to drill down to view, print, email download (very similar to Open Contracts).
Alex Kress 8 months ago in GateWay 1 Planned - to be scheduled

be able to change all to single branch

calender brings up all branchs vary frustrating everyone
Guest over 1 year ago in Texada Web 1 Needs clarification

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