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PINNED Ability to Edit/Add Sections on a Request Form
Would like to Add or Change the names of some of the default sections under the Manage Request Form section
PINNED Recalculate Fees right on Invoice
Right now, you have to fully void or remove requests from an invoice in order to re-calculate fees, which in turn creates a lot of extra work in the event that a series of requests was incorrect. If we could recalculate at the current space fees a...

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Showing 477 of 477

Remove the Group Name from an Ical feed

When events are brought over via iCal - the group name comes over. Can we have this removed?
Chris Gentile over 1 year ago in Integrations 0 Future consideration

Draft Invoice Upon Approval

It would be great if draft invoices were created upon approval instead of automatically sending. This would allow us to review for accuracy, before the invoice is sent to the customer.
Jessaca Lawrence 11 months ago in Contracts/Invoicing 0 Future consideration

Classification Setting to require Notes when submitting a request

To be able to enable the Notes section as a required field for describing setups. This way our custodians will have clear direction and groups won't be limited to a small text field to describe their event or even skip the notes section. Maybe eve...
Chris Gentile over 1 year ago in Classification/Groups/Users / Request Submission 0 Planned

Setttings regarding cancelations and removing the fees from an invoice

For invoicing - we would like the the option to set a date perameter for cancelations - example if a cancelation is done 5 days prior to the event date then remove the amount from the invoice, if the cancelation is completed less than 5 days befor...
Chris Gentile over 1 year ago in Contracts/Invoicing 0 Future consideration

See Rates before submitting an event (even before estimated costs)

I want users to be able to see a list of charges before actually entering a request and seeing the estimated costs. They don't want users to have to go through the whole submission process before seeing that.
Chris Gentile over 1 year ago in Contracts/Invoicing / Request Submission 0 Future consideration

Add Space/Date Feature

When this feature is utilized, I would like for these requests to default to the status pending so they go through the approval process.
Chris Gentile over 1 year ago in Editing/Viewing a Request 0 Future consideration

Confirmation on Screen That Invoice Was Sent

When submitting an invoice, after a request has been approved, by opening up the request and selecting "Send Invoice" from the Actions pulldown, it would be helpful if a message were to pop up on the screen letting me know that the invoice was suc...
David Wilde 3 months ago in Contracts/Invoicing 0 Being Reviewed

Vendor Tab

It would be helpful if there could be a tab created under the users tab for vendors specifically, we do not wish for them to have access to the system, but instead, a place for us to keep vendor information such as COI's, contact information or He...
Guest 8 months ago in Classification/Groups/Users 4 Being Reviewed

Customization options for the Request Form Text

I am looking to make our Request Form more specific to our District and discovered there are areas of text that cannot be changed: example: Sign below if you have read and agree to the Contract Notes box Having this ability will be able to speed u...
Dan Grassel 6 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

Viewing Insurance Files

When you click on "View File" for a group, it opens in the same tab. It wold be great if it opened in a modal or even a new window. The rest of the site functions like this and I find myself closing the tab or window and of course having to log ba...
Adam Rosencrantz 8 months ago in Classification/Groups/Users 0 Future consideration