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(Questions about how to use existing features should be directed to Concierge)
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Ability to make entries in the job tracker after the job has been moved to completed.
Ability to make entries in the job tracker after the job has been moved to completed.
4
·
under review
44
Job search options
There needs to be more options when searching for jobs. We need to be able to search by client, vendor, item #, etc. This is crucial, because often people don't have the job # when discussing a job. Please consider this seriously.
14
·
under review
53
Consolidated Invoice Remit Address
Single invoices have the option of showing the remit address based on the alternate address in the Partner Profile. Consolidated invoices currently show the remit address as based on the main address in the Partner Profile. Having the ability to set the remit address to be based on the alternate address in the Partner Profile would allow Partners to have the desired address on CIs without having to make a change to the main address in their profile and would help create consistency with invoices.
1
·
under review
2
A/R tracker in v2
1
·
under review
13
Need to be able to change "invoice date" on paid invoice
Prepaid or $0.00 invoice automatically change to paid upon invoicing and does not allow for changing invoice date. So, if it shipped yesterday and I am invoicing it today, it will have the wrong invoice date since system defaults to today and once mark paid locks out ability to change invoice date.
1
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under review
1
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