"Bypass Export to Quickbooks" button is gone...
I'm trying to bypass an export of a $0 invoice to QB but the button to do so has disappeared. Help?
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Posts
Invoicing Screen UX for Time + Materials Company
Because we bill time and materials, we've found the invoicing screen to be much slower for data entry than our previous solution (just using Quickbooks Desktop invoices). I'd love to see some user experience updates that make the invoicing screen mor...
AR Management screen export option
It would be helpful if results on the AR Management screen could be exported to excel. I would also like to see totals for all the columns on the AR Management screen.
Is anybody paying "use tax"??? I would love to talk to you!!!
I need to find a way to report on material (inventory & noninventory) costs listed on in progress jobs so we can accurately pay our use tax each month.
Selecting specific line items to approve by customer on an estimate
When is ST going to give us the ability to send out estimates to customers with a line item approval process rather than an all or nothing acceptance? The good, better, best feature is not feasible when giving multiple options for any one item being ...
Placement for Technician Notes
It would be great if above the invoice summary there was a box called technician notes where they would live and not populate onto the invoice. The process for our company at the moment is the technician notes and billing notes have to be copied and ...
Duplicate items
I'm wondering if others have the issue with duplicate items on an invoice and how you find them easily.It would be nice to be able to sort and find any duplicates and/or it notifies tech's & sales doing estimates they already had that item on there.
Apply multiple payment types to the Collect and Apply Payment Screen
For example, when a customer uses Greensky Financing to pay for a job, we split the payment in to two types: Greensky Financing and the Greensky Financing Fee. This way the correct amounts flow in to QB for reconciliation. Right now, you go to the Co...
Resolved! Technician Names On Invoices
Has anyone else asked this question? How do we get our technician names on the invoices without having to manually type them into the job summary? Has anyone come up with a workaround? I attempted to create a custom field on an invoice, but the "invo...
Invoices
The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...
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Adjustment Invoices
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Application for Payment-Email Settings
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AR Management
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Community Tips
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59 -
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