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SRV Services

Showing 13 of 412

Allow any reports to be added to SRV reports and with the option to be emailed

This would allow anyone with an email entered into their workstation using customer contacts and action items to use the same functionality to have saved reports emailed to them every day/week/month.
9 months ago in  0 Not on the Roadmap

DigiDocs format PDF's into Merchant format automatically upon upload

Currently, DigiDocs requires stringent formats for PDF's to even be viewable/usable (200x200 dpi as an example). Unfortunately, most of the PDF's we utilize are generated by the vendor and emailed to us. We are not scanning them and have no contro...
7 months ago in  1 Not on the Roadmap

Add Budget Billing Balances report to scheduled SRV reports

No description provided
over 1 year ago in  0 Future Roadmap Consideration

Add Sales Contract Status report to schedule SRV reports

No description provided
over 1 year ago in  0 Future Roadmap Consideration

Add Valuation by GL Report and Vendor Aging to View Saved Reports

No description provided
over 1 year ago in  0 Future Roadmap Consideration

Enhance integration with Coupa via API to include all AP items and other areas of beneficial transactional integration

Merchant Ag currently lacks the ability to import additional information housed in Coupa and is limited to AP Invoices with limited fields. CVA would like the ability to integrate more information and import additional items to improve efficiencie...
6 months ago in  0 PM Reviewed

Change Move Budget Billing Balances SRV job so that you can run any time of the year regardless if any budget has been already closed

No description provided
over 1 year ago in  0 Future Roadmap Consideration

Filter out Error Notifcation Emails for Repete

No description provided
over 1 year ago in  0 PM Reviewed

Email Fuel Purchase Summary when Customer Statements are emailed

No description provided
over 1 year ago in  0 Not on the Roadmap

Make All SRV Jobs Send a Reply if the Job Processes but with Errors

No description provided
about 2 years ago in  0