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smischke · 06-15-2022

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...

smischke · 05-12-2022

How are those with Inventory and Purchasing turned on creating non-job purchase orders? We used to be able to do that by going to the dispatch board and clicking the technician. Now that option is gone. Now I can't create a purchase order without cho...

smischke · 05-13-2022

I was able to run an Invoice by Date report with the Total set to be "= to $0" and find invoices that have no tasks. Does that help you?

smischke · 05-13-2022

I agree with you, I would love to have tags and custom fields show up on the Accounting screen. But, I'm not sure I follow what you mean by going back and forth to search the customer. I'm not sure if this helps you, but the process we use for batchi...

smischke · 05-13-2022

I use the Revenue By Account report. This report is based on the business unit of the TASK that is on the invoice. I pull it by the invoice date. I group it by Item Business Unit. I filter out any invoices that are $0. I make sure the status of the i...

smischke · 05-13-2022

A non-job purchase order for us would be things like trash bags, paper towels, booties, cleaners. Our technicians work across business units, so we don't want to classify these purchases under one business unit.

smischke · 01-28-2020

Craig, did you ever get an answer to this? You can use the Master Pay File report, but it's still wonky and time consuming. Did you come up with anything different?

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Apply multiple payment types to the Collect and Apply Payment Screen

Non-Job Purchase Orders

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