Feature Ideas

This would allow our Current/Prospective customers with Vehicle Sales Module be able to balance their main Stk type 1 inventory separately from stk type 3 inventory. Rather than running multiple base inventory reports and calculating for what you have/ do not have.

Visual Evidence: Photos provide clear visual evidence of the work completed, the condition of equipment, or any issues encountered. This can be crucial for verifying the quality of work, especially in maintenance, repair, and inspection tasks. Clarity: Photos can convey information more clearly than text descriptions alone, reducing the chances of miscommunication between field workers and office staff.

if a PO is received in a previous year and has been paid for in that previous year if it updates the inventory parts there should be an option to bring that total forward to the current year.

Enabling multiple units to be applied to the same Work Order\Estimate means the Customer can have the same work done, for example, DOT Inspections on their fleet, and pay once. It would reduce paperwork and Credit Card Fees for the Customer.

We would like to be able to use the onboard camera to scan inventory barcodes into Vision. We have a large number of customers that already use a tablet and handheld barcode scanner combination for scanning inventory barcodes. Since most tablets and mobile devices come with onboard cameras, we could potentially save time and money if we could utilize the onboard device cameras as barcode scanners. A separate but related opportunity would be for the Mobile Inventory Android App. Being able to use the onboard mobile camera for scanning parts into MMI would increase the usefulness of the app.

I would like to see the option to lock or view only when it comes to locking the months in the chart of accounts. This would give the ability to look at transactions but not change them after a Month is closed.

Once you have finalized the year, have the ability to put a separate password on it to keep anyone other than 1 user the ability to add/remove or edit transactions in that year, could be through feature or an option with the lock months to put a password on it.

The Transaction Activity Report is a valuable accounting resource that provides insights into GL data by transaction details and summaries within a custom date range. Adding the ability to run this report by Customer would significantly enhance visibility for transaction review and auditing. Specifically, it would save time and offer crucial insights into important in-house invoice records used for production and internal vehicle maintenance. These records are often scrutinized by external tax and insurance auditors. Currently, there is no suitable "BY CUSTOMER" report for this data, requiring a time-consuming review on a per-transaction basis.

Canadian Customer with GST are allowed to reduce GST paid from GST owed, customer would like to have all sales records (GST owed) go to one GL and all GST paid (payables) go to another. Currently they all go to one default GL we create. Add a feature to select a default GL for PST added to PO's separate from default GL for GST.

Need a way to keep people out of the ctrl/t are in the customer file because if they make a change to the percentage in there it applies to all customers with the same tax area causing major issues if not caught right away.

Have the ability in system setup or in the features to assign a separate margin for non stocking parts compared to stocking parts. Currently have system defaults for margin with Wholesale fleet retail and List. Give the system the same ability for parts designated "N" for addtostk.

Update the I-Trans Report to allow a user to omit non-stock parts from displaying or totaling. Ensure a total for inventory coming in (PO's and inventory edits) Ensure a total for inventory coming out (sales).

Technician Names are currently capped at 8 characters in Vision. Would like the ability to add in Full names for techs as there are Duplicate First names or some are longer than 8 altogether. Customer would like to potentially See 16 characters as limit.

Businesses may find value and/or save time by having the ability to send a text message that includes a link, allowing the customer to view and pay the invoice or statement directly from the link via credit card. Additionally payment links can be included with electronic invoices sent via email, and invoice bodies (on the pdf) could include the link to pay.

Some customers are beginning to send longer and longer PO numbers for work approval. The current customer sent in a 20-character PO# and we limit the PO to 15 characters. We would like the PO/Memo field to be able to handle 20+ characters in that field.