Feature Ideas

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.

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.

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.

Everyone in today's society. Its becoming the desired form of payment with the post office sometimes taking over 2 weeks to delivery a check in the same state. It has nothing to do with bitcoin it is simply telling your bank to electronically deposit funds into another bank account. No need to mail a check. EFT electronic funds transfer or ACH Automatic Clearing House

TO BE ABLE TO PULL A INCOME STATEMENT AND A BALANCE SHEET BY DATE LIKE IN THE ROL SO WHEN AUDITS ARE REQUESTED OUR CUSTOMERS DO NOT HAVE TO GIVE INFORMATION THAT IS NOT REQUESTED. WHEN A CUSTOMER HAS A YEAR THAT IS NOT CALANDER YEAR FOR CLOSING IT MAKES IT DIFFICULT TO PULL FINANCIALS OVER THE YEAR END DATE.

WHEN YOU OPEN A WORK OR SALES ORDER, OR AN ESTIMATE, IT WOULD BE MORE EFFECIENT IF THE CUSTOMER LIST POPPED UP. AS IT IS NOW YOU HAVE TO CLICK ON ACCOUNT TO ADD THE CUSTOMER TO THE WORK ORDER. IF A POP UP IS NOT AVAILABLE, THAN AT LEAST YOU SHOULD OPEN THE ESTIMATE AND HIT F10 TO SEARCH THE CUSTOMER LIST.

Currently have the ability to run income statements by month with YTD options. Expand on that but having the ability to have the budget numbers appear to the right of them with the variance percentage showing. We have the ability to set budgets month to month and the print a budget report with actual numbers showing; however, does not appear as our current income statement does.

if a customer goes in and changes the amount on a check that was printed from the Accounts Payable area and is no longer in balance the user should receive a flag or a popup box stating the invoices no longer balance with the check amount.

TO ALLOW THE CHECK REGISTER TRANSACTONS TO BE REVERSED BY DATE ORDER PUTTING THE NEWEST AT THE TOP OF THE CHECK REGISTER AND THE OLDEST AT THE BOTTOM.

When submitting invoice to warranty companies you have to have the CC fee already on the invoice, so when you collect a payment from the customer we have already charge our cc fee on the subtotal when submitting the invoice to the warranty vendor, so if we collect another cc fee on the deposit we are over collecting on our cc fee.

Have the balance sheet break down the capital and equity accounts a little more for larger corporations. Can be a permanent change to financials or a feature to turn on.

THE VOID BUTTON WITHIN THE CHECK ITSELF DOES NOT PUT ANY PAYABLES BACK IN TO THE OPEN PAYABLES SCREEN ONLY BY USING THE DELETE BUTTON FROM THE CHECK REGISTER LIST THEN CLICKING ON THE VOID WILL THAT HAPPEN. THIS WILL KEEP OUR CUSTOMERS FROM VOIDING A CHECK AND NOT PAYING THE INVOICES THAT WERE SUPOSSED TO BE PUT BACK AS UNPAID.

Provide a way to accept and store send as permission of email from Vision sent through our Outlook or Hotmail accounts. Integration with a company like Nylas can provide the option to authorize and store an authorization code for free outlook and hotmail email accounts.

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.