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.
Accounting
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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...
Cash Basis accounting
Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.
Workflows for Batching
Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.
Partial Payments for jobs not ready to complete.
How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 02-18-2025 08:28 AM | ||
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM | ||
| 11-20-2024 02:26 PM | ||
| 11-19-2024 05:31 PM |
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