CloudLink Ideas Portal

(WesTrac) Financials Tab Enhancement

The financial tab on service link currently does not display accurate details to the total end costings of the work order to the customer - taxes and any additional service charges are not captured this gives an icorrect assumption of the costing of the work order

  • Travis Satur
  • Jun 13 2024
  • Planned - to be scheduled
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

incorrect values in financal actuals - the only way to get a true reflection of real costing is to print a pro-forma invoice

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  • Admin
    Mark Dearborn commented
    December 19, 2024 18:41

    This will be part of the CAT Card, currently waiting on Caterpillar.



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