42 search results

Page 3 out of 5 Pages

• Invoicing: Invoicing with counter booking for jobs with excess and / or deductible VAT
  Answer: When clicking on invoice in the job, you will see a popup, where you will be able to indicate to whom the invoices should be made:   In ...
• Self Service Portal: Self Service Portal: add photos to a job
  Answer: PlanManager's Self Service Portal is a website that allows the customer to report information about damage (including photos) and to schedule an appointment for an ...
• Planning: Split function planning
  Answer: An adjustment has been made to the split function in PlanManager. From now on, when splitting a task, the time already worked on it will ...
• Orders: Clicking from from within a job to an order
  Answer: From now (07/2021) on it is possible to click through to the orders from the file. At the bottom right, under the time entries, you ...
• Report - Operational: Additional filter logistics report
  Answer:   As of this release, it will be possible to also filter by type in the logistics report.  You can find this report by going in PlanManager to Report - Operational - Logistics. The filter appointment type has been added here.    The appointment type itself can be indicated in the logistic popup in the file. In the file click ...
• Communication: Communication preferences of parties
  Answer: An extra function has been added to PlanManager that makes it possible to set a preference for communication with the owner/director/.... . You can find this function in ...
• Maintenance: Linking a supplier to a location
  Answer: A new field has been added in Management - Third Parties - Suppliers. By means of this field you can indicate at which location you ...
• Orders: Orders – Return Note
  Answer: An extra functionality has been added to the order screen. As soon as you place certain items on the 'returned' status, you will get the option to print a document for this. This document can be signed by the supplier as proof that the goods have been returned. You can print the document by pressing the 'return note button in the order screen.      An example of the document can be found below:      It is not possible to personalise this document. As soon as the document is printed, this will also be visible under the printer icon in the file.      ...
• Invoicing: Insurer – Excess invoice
  Answer: From now on it is possible to create an excess invoice from the popup of the insurer. You can create the excess invoice by pressing the following icon:  ...
• Invoicing: Parts- Purchase invoice creation
  Answer: The process to create a purchase invoice for parts has been simplified. Instead of moving to the Invoicing section to create a parts purchase invoice, this is ...

The most popular searches are:

• var (84580x)
• klein materiaal (2872x)
• 2023 (2218x)
• 2022 (1967x)
• adix (1551x)
• online (1284x)
• Search ... (1233x)
• ppg (1138x)
• varia (1068x)
• onderhoud (1032x)