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Have the ability for the location name to show at the top of invoices, quotes, etc.

When adding new locations, you can only have the corporate name show at the top of invoices, not each location. This would be a great feature to have in parameters.
7 months ago in  2 PM Reviewed

Add "Last 5 (customers)" drop down to the "enter scale ticket"

Add "Last 5 (customers)" drop down to the "enter scale ticket" - would add fluidity to entering scale tickets as most of their customers are repeat customers
5 months ago in  0 Future Roadmap Consideration

Color codes on Customer accounts for ship to vs pick up addresses

This would prevent someone from choosing a pickup address when they should have selected a ship to. As the addresses as exactly the same. Having the pickup account a different color would simplify that page and make it easier for staff to choose c...
9 months ago in  2 Not on the Roadmap

Add Do not Reply Messages to Invoice Emails that are sent from Merchant.

No description provided
over 1 year ago in  0 PM Reviewed

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

Show true status of an order in item details

When viewing an item detail, under the orders tab, show the true status of the orders instead of entered on all
8 months ago in  0 Future Roadmap Consideration

Add Check # to Prepaid Audit Report

Client wants this for Continuity - if settlements are made against a prepaid with a check, they have to remember to use the check detail report and for newer clients that can be a bit confusing.
6 months ago in  0 Not on the Roadmap

Merchant Ag Connect API Enhancement - Reversed Settlements

The 3rd party app API does not include any indication that a settlment has been voided or the corresponding (and corrected) settlement number. The 3rd party app API needs to provide the ability to read the reversal reference in a settlement JSON.
6 months ago in  0 PM Reviewed

Patronage Division- Changing Calculation Type

Unable to add locations to Division ID 10255 (Drying - Direct Shipment) & 10155 (Local Storage - Direct Shipment) for patronage purposes since the Calculation Type is marked as Dollars instead of Bushels. Per Ever Ag if we are wanting to add s...
6 months ago in  0 PM Reviewed

Fees on Prepaid box on Settlement screen

Client would like for the "Fees on Prepaid" checkbox to not automatically be checked on the settlement screen, so the fees are not using prepaid dollars.
2 months ago in  2 PM Reviewed