I have also posted this in the IDEAS platform. COMMUNITY-I-2486 We are located in Upstate New York and we have sales tax I am looking for a report that are total sales and taxable sales by county.The sales tax is determined by the amount of taxable s...
Hi folks! The XD team has been working on new designs for finding and using templates to create reports. Please go to this prototype to give us your feedback by working through a few tasks in a mock-up situation. This activity will take less than 10 ...
How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022
We're hoping to be able to build a report to display the projected incoming cash flows for future scheduled jobs. It would be such a time saver rather than having to manually go into each job for multiple routes per day. Building budgets and planning...
We are having an issue with our heatmap on the dashboard. We are located in Wisconsin, but when we pull up the heatmap it shows California. My boss has asked support about this issue. The answer he gets is we have addresses that are not verified and ...
Hello S.T. peeps, I have an issue. I have 4 CSR's, 2 of them when they click on the "Reports" heading have drop down menu's "Categories" and "Templates", and 2 don't. I have not been able to figure out which permission is not activated as one who doe...
After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...
We are looking to be transparent to our employees and want to make sure they know what has been paid and what is still owed to them
Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
| Subject | Author | Posted |
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| 04-19-2025 05:13 AM | ||
| 04-16-2025 09:21 AM | ||
| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM |
