Protractor

When opening a History Invoice from the History tab at the bottom of a Work Order, being able to navigate back to the Work Order tab to copy information (Oil capacities, part number for oil filter, oil type, and so many more things). Currently, if there is a history invoice open, the screen behind is completely locked out (even to move out of that Work Order)

We use favorites for several things that happen each month. especially if the transactions are split between accounts or locations. If we want to change the transaction we have to adjust it and then post it before it will save it. I would be great if we could save it without waiting to have to post it, Also I would like it if the lines would stay in the order created instead of them ending up where ever.

If a supplier invoice is received incorrectly, there needs to be a way to completely unreceive (wipe clean) and then receive it correctly. Not all changes can be made by adjustment without downstream consequences. Or, if this is a compliance issues, then I would like protractor to make this toggle so that the shop owner can either allow or prohibit this function.

Ability to mass update lines in setup service packages to edit multiple lines or mass update multiple service packages at the same time. Something of this nature

Heartland Tire / Emily. Heartland Tire needs the ability to split a single posted invoice into multiple scheduled payments—for example, dividing an invoice into three equal payments over three months. Today, the only workaround is to unlock the ledger, which introduces unnecessary risk and breaks standard financial controls. The requested enhancement is to allow users to create payment splits on posted invoices, as long as the splits occur before the ledger lock date. This would enable accurate payment scheduling without compromising ledger integrity or requiring manual, unsafe workarounds.

Parts received in Protractor do not show in A/S Approval in A/S need to show in Protractor this is the biggest want.

Would like the ability to split a work order into multiple work orders, taking service packages or sections of it and splitting it into a new one

Heartland Tire / Josh. Add a note field to the work order -> Quick Edit menu

In the priority screen under the Technician tab, any "On Hold" work should be shown at the bottom but work hours should not be calculated in the tech "W" or "R" time. This allows the tech to see what happened to work orders where there is a hold because of waiting on parts or authorization.

Overview Customers are requesting the ability to split and modify payments after a repair order (RO) has been closed or cashed out. The current workflow limits flexibility when handling mixed payment types and correcting payment method errors. Problem Statement Today, when a customer pays using multiple payment methods (e.g., partial cash + partial credit card), users must either: Enter the full payment as a single payment type, or Handle workarounds that create reconciliation challenges Additionally, editing payment types after entry is inconsistent: Some payment type changes are allowed (e.g., check → cash) Others are restricted (e.g., credit card ↔ check) “On account” payments introduce further limitations and confusion This creates friction for front-office staff and increases the risk of inaccurate financial records. Requested Enhancements Post-Close Payment Splitting Allow users to split a single recorded payment into multiple payment types after the RO is closed Example: Convert a $700 payment into: $200 cash $500 credit card Flexible Payment Type Editing Enable editing of payment types regardless of original method Remove current restrictions between payment type conversions (e.g., credit card ↔ check) Improved Handling for “On Account” Payments Allow conversion to/from “on account” without blocking other payment adjustments Ensure consistent behavior with other payment types User Impact Reduces manual workarounds and rework Improves accuracy in payment records and reporting Enhances front-desk efficiency and customer experience Minimizes accounting discrepancies Priority / Impact Level High – This impacts daily cashiering workflows and financial accuracy across locations. Additional Notes Request originated from real-world usage where split payments are common Current limitations are unintuitive and inconsistent, leading to user frustration