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Add a Shipping tab to Customers
This should be set up very similar to the Addresses or Contacts tabs. We should be able to define shipping default methods and have a place to include their shipping account number for that method. If a customer has given us their UPS or FedEx acc...2 Future Consideration
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When you print an order acknowledgement, it should show the date it was entered not the current date. When you re-send or send to a customer it looks to them like you just entered the order
No description provided4 Planned
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Make GL accounts required on a vendor PO
Create a preference that all vendor POs must have a GL code. This will force/remind the purchaser to supply the GL code so that it is entered before the vendor invoice arrives and accounting discovers the missing GL account.0 Future Consideration
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Flag for when a traveler has been printed
Add a flag (checkbox) that designates if a job traveler has been printed. Without a flag it's possible to overlook printing a traveler. The checkbox can be labeled "PRINTED ?" in the job entry general tab and will be clear when making a job but ch...6 Future Consideration
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Allow Customer ID change
Some of our customers are bought by other companies, causing a name change. Instead of inactivating the current customer and creating a whole new customer, allow for a Custom ID change only. Everything else would stay the same.1 Future Consideration
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Lock Record Out From Other Users While Editing
When working on a quote and someone else opens it and saves it while I'm in it, I need to start over and it will not allow me to save. I get record locked. Is there a way it can be locked out while someone else has it open?3 Future Consideration
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Accounts Receivable - Cash Receipts The customer check number field is too small. 8 characters is not enough.
Many check numbers today are more than 8 characters. If you put an abbreviated check number in the check number field, you have a difficult time referencing that number if you need to.2 Planned
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Have a method to assign a reason for a job that ships late.
In the Job History you can assign a reason for a change. But it would be nice to be able to be flagged that a job has shipped late and then assign the reason it wound up being late. Our customers have metrics we need to meet for on-time delivery a... -
Allow auto logout per user rather than a global setting affecting all users
The only option to free up JobBOSS licenses from infrequent users forgetting to log out is to automatically log ALL users out after a specified time period. An improvement to this feature would be to allow auto logout to be specified by user, rath... -
Change the color of the Data Collection Clock In and Clock Out buttons to reflect if an employee is on the clock or not.
It would be a very good visual reminder to employees on their status. We have had situations were an employee forgot to clock out according to Data Collection and the employee was asked about it they said there were sure they had clocked out. Yest...