The "Customer List By Sales" report is printed in lifetime spent order, I need it in year to date order. Is that possible or is there a different report that gives me that info that I do not see?

Great idea, exactly what I was looking for.
Thank you

Our Tech Worksheets have a box for "Out" mileage, I also need a box for "In" mileage. Am I missing something? I can not find anywhere in the system to add that.

Rich,
Thank you for your input. If I reset the default doesn't that mean it won't charge to the invoices? I only want it not to show on estimates

1. Can an "Opt out" be added to eliminate shop supply charges onto estimates? If I am giving someone multiple estimates it shows up an each one. I would rather just add it to the invoice when the repair is performed. 2. Can I adjust the shop supply charge on an individual invoice without having to c...

Since the last update I have noticed a few changes which are an inconvenience.... 1. When manually entering a job/labor item, the category that I select carries over to the next labor item. It used to go to "None". Now I have to be very diligent about checking that. 2. When finalizing an invoice, I ...

Updating stock on hand procedure 1. Press "Inventory" tab 2. Enter part number 3. Double click highlighted part that needs to be updated 4. Change quantity on hand 5. Press "OK" Of course I have no example to show you. We have just noticed that inventory on our oil filters always seems to be off. I ...

So in my search for an answer to my question I see I have had inventory questions a few years ago....... We are a small shop that stocks very little, parts houses within a mile or so each way. My question is I enter new stock each week, update quantity and press "Save" yet when I go to enter new sto...

Thank you Ric,

We mail out 750 Christmas cards...I will hand write the 10 that are an issue. That's how much "Personal Touch" I am willing to do out of 750....lol

I have a handful of customers where the wife and husband have different last names. On their accounts I have it set up with 1 spouses name under "First" name and 2nd spouses name under "Last" and I add the "&" symbol. On the invoices it prints perfect however, when I print labels (Christmas Cards) t...

So... I have read through what you sent me and watched a couple of the videos (Nice work Tim). I am familiar with the inventory process, having used Mitchell for a while now and I guess the area I need help with is the reporting area for parts/inventory. For instance, when deciding if I want to add ...

WOW ... that's a LOT of info. I will have to spend some time looking it over and will ask what I need to after.

Thank you for your help

I have been with my current shop for 2 years (ran 3 other shops for a total of 24 years). Current shop has never really used the inventory program. I have started entering fast moving items such as filters and brakes. I have so many questions though and would like to download/print some sort of guid...

Thank you

I am prepping Christmas cards and it annoys me every year that both Mr & Mrs names do not print on the labels. They both print on the invoice, why not on the labels? Is there a way to do this and I just do not know about it?

Heidi

Thank you so much, I knew there was an easy fix. Now that I see it I remember doing that after other updates too.

Thank you for your help

Before the last update all of my new repair orders started as just that...ROs now they start as estimates which means no RO/Invoice # yet. I realize I just have to click the validation button 1 more time but it is annoying. Is there a "Setting" I can change to put this back to where it was?

I am looking for a report that will tell me all of the activity for a fleet account within a specific date range. Every report I see can give me customer specific OR date specific but not both.

Is such a report available and I am just overlooking it?

Thank you Jeff and Steven very much for your input....It makes sense to me

Hello Everyone, My accountant asked me about a report that she has been getting from me for a while and I couldn't answer her question. I was hoping someone here could help me out... "Cash Receipt Summary" at the bottom of the report it lists 1. Receipts paid on invoice, which I believe is a payment...