There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock
11 months ago
in Projects
2
Already exists
Edit 'Expense Type' and 'Expense Payment Type' Lists
We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
2
Already exists
