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Add ability to print statements in order by sort name

Add ability to print statements in order by sort name
11 months ago in  0 Not on the Roadmap

Add site name on F1 Order Screen for clients using Multi-site billing

A client using multi-site billing showed an example of how easily it is to select a site to bill from and if a distraction happens it can be easy to not know what site was picked. User would like to see maybe the name of the site you are billing o...
11 months ago in  2 PM Reviewed

Ability to add serial number at time of receipt

Automate Stihl (or similar item) product tracking. We are able to enter the serial number at time of sale, but have to manually (Excel) reconcile purchases to sales outside of MerchantAG.
6 months ago in  0 Future Roadmap Consideration

Add Vendor Prepaid to AP Workflow for approval capture

With AP Workflow turned on, adding a Vendor Prepaid circumvents the electronic approval process and the invoice could be paid without authorization.
6 months ago in  2 PM Reviewed

Merchant Ag Connect API Enhancement - Missing Settlement Adjustment Information and Discounts

API needs to provide the prorated discount and adjustments for the portion of the ticket on the respective settlement. When a ticket is split today, there are not enough details in the API to differentiate which contract should be displayed on the...
about 1 year ago in  0 PM Reviewed

Merchant Ag API Enhancement Request - Credit Sales Contracts

Add the credit sale contract endpoint, with the ability to read all data endpoints on the contract as well as the ability to post back the confirmed date based on the date it was signed into 3rd party app. *all necessary endpoints are highlighted ...
about 1 year ago in  0 PM Reviewed

Add sales contract information and capabilities to API

Ability to have the sales contract created in third party app and posted into to mag as a sales contract, so double entry is not necessary. Additionally, after contract is created in Merchant Ag it needs to be visible inside of third party app for...
about 1 year ago in  0 PM Reviewed

Add customer budget billing information to API for integrations

Ability to have budget billing information available in the API both for customers to see and the admin side. Their payment amount would be shown, their current budget balance, all of the transactions associated with budget billing, the tanks that...
about 1 year ago in  0 PM Reviewed

Only display options for active prepay types in Prepay Status Report filters

We would like to archive old/inactive prepaid types so they do not appear in the prepaid status report screen under Prepaid Type to allow for quicker/easier results of report. The grid currently displays all prepaid types ever created, making the ...
about 1 year ago in  0 PM Reviewed

Power BI populate semantic model with customer email, phone 1, cell

would allow access to pertinent customer information and or can build reports of who was sold item X last year so you then have a contact list of who to sell item X to again this year
about 1 year ago in  0 Future Roadmap Consideration