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ACH for Bank of Montreal

BMO is rejecting ACH payments due to a specific file change required for their company create an ach import that will be compatible with BMO
John Hellens about 6 hours ago in SRM 0 Planned - to be scheduled

SHRINK EXPANDED FIELDS SINCE UPDATE

Since latest update, Ware House Receiving Inquiry and loss of EXPAND is extremely un-user friendly and has caused significant loss of time in obtaining regularly used information we seek. I would like to suggest a fix that may help remedy our prob...
Guest 19 days ago in SRM 1 Needs more votes

See cost instead of selling price of parts when viewing internal Work Orders

Currently, SRM shows marked up prices of parts on internal work orders. Prices only revert to cost when the work order is closed.
Guest 7 days ago in SRM 0 Needs review

Would like to be able to sort or change default view for invoices in Web

The ability to create a customer view exists for contacts and tickets but not for invoices. Would like this option for invoices as well
Barb Thompson 14 days ago in Texada Web 0 Needs review

CREDIT WORK ORDERS HAVE A 'C' AT THE END OF THE INVOICE

WHEN CREDITING AN INVOICE THROUGH THE MISC SALE ITS USES THE SAME INVOICE NUMBER BUT WITH A 'C' AT THE END SO WE ALWAYS HAVE THAT CONNECTION. HOWEVER, WHEN IT COMES TO WORK ORDERS THERE IS NO CONNECTION WHEN CREDITING WORK ORDERS. ITS SYSTEM GENER...
Guest 5 months ago in SRM 1 Planned - to be scheduled

Asset linking- Link Attachments with Equipment

Create a way in the system to designate when two assets are currently tied together- for example a specific bucket on a skidsteer- so that users are able to see which bucket is currently installed on a machine. If a bucket is taken off of the mach...
Erin Velez 4 months ago in Rental Asset Management 0 Needs review

Allow use of Signature Pad Functionality

Allow the use of a signature pad device to capture in-person signatures, such as the Topaz signature pad.
Erin Velez 3 months ago in Texada Web 0 Needs review

Labor and Services in Work Order Service Kits

Currently creating a work order service kit only allows users to build a list of parts. This is useful for preventative maintenance schedules and standard jobs for repairing equipment. Having the ability to set labor time and any services as part ...
Alex Kress 3 months ago in SRM 0 On Hold

Restrict new City Tax information by Parameter/Role

When entering a new document the City field can be accessed to add a new City + associated Taxes: If the adding operator misspells a city this can lead to duplicates, and can also define City Taxes that then apply to the created document when acce...
Ben Ashton 4 months ago in SRM 1 Needs more votes

CAPS LOCK Always on

If the system could always be in CAPSLOCK whether it is on or not on the keyboard this will save a lot of retyping when sending emails and other work outside Texada that Capitals are not required.
Matt Schlosser about 1 year ago in SRM 2 Will not implement