• Votes

    9

    Fix NEEDED to Over/Under Billings Report

    When running over/under billings report for a specific period (in my case period 7), there were costs (outside of period designation) included in the report. Computed but ...
  • Votes

    1

    Attach Proposal to Proposal for Prime Contract Change to turn into ...

    When we do Contracts sub contractors are asked sometimes to create a Proposal because it the Job is a Bank Loan and requires 3 Contractors Proposal for additional work. ...
  • Votes

    5

    Report writer-Formula error

    When modifying a report, if the formula is entered incorrectly, a message pops up to indicate. That's great. Problem: you're not allowed to open the form/report to ...
  • Votes

    1

    Report Printing. Make the default the period selection criteria to the ...

    Report Printing. Make the default the period in a selection criteria be the default accounting period (current month and year).
  • Votes

    6

    Better Reporting Functionality

    It was my great hope that this program would allow us to easily run reports that showed the data that I worked so hard to input. To an extent it does in the current data ...
  • Votes

    1

    Update report samples

    There are far too many report samples that do not actually reflect the report selected. For example, the AR invoice list #46 organized by customer/job is the same ...
  • Votes

    1

    Report Printing Default Search Period

    In 2-5-21, Report printing, it would be great to make the default (period) dates the past twelve months from the current date. How often do we really search for ...
  • Votes

    3

    include inactive status on lists

    Just ran a GL list today and all accounts are listed but you cannot tell which ones are inactive. Either remove them from the report or include their inactive status ...
  • Votes

    8

    Need the ability to change reports from Portrait to Landscape, and/or ...

    Some of the numbers in the columns get overlapped and the you can not read any figures. Need to have the ability to change to landscape and/or Legal size paper.
  • Votes

    4

    Add Reports as a "Button" on Various Screens

    For example, in the 3-5 window, there are already several buttons along the bottom of the screen. It would be nice to have a few additional buttons that could be assigned ...
  • Votes

    27

    Allow customization of 5-1-8-81 for companies that use PTO rather than ...

    In 13-3 Report Writer, the Display System Reports option should allow selecting 05010881 for customization (namely changing from "Sick" to "PTO" for the title and ...
  • Votes

    3

    fix 6-1-4-81, it does not accrately report actual hours if the item ...

    6-1-4-81, job hours summary actual/budget only reports actual hours for item that are in the budget, if there is no budget item and there are hours posted against it the ...
  • Votes

    19

    3-7-21 Progress Billing

    Add "word wrap" functionality to the Description fields of the menu 3-7-21 Progress Billing reports. The addition of this feature will enable all of the text that is ...
  • Votes

    6

    Cost to Complete - ability to enter negative amounts

    When entering amounts in the Cost to Complete module, we may have allowance items that have exceeded the budget at a given point in time. We will never show a loss for an ...
  • Votes

    6

    In 13-3 Report Writer, you may want to add option to change the size ...

    It would help if you can add the option to change the report size from a letter to legal to add more columns/fields for 9-5 Takeoff Report.
  • Votes

    10

    Make All Buttons At the Bottom of Screens Customizeable

    There are many product improvement suggestions that relate to either adding or modifying the results of buttons on various screens. Since there is such variability in ...
  • Votes

    4

    Allow Correspondence for Work Orders

    Allow Work Orders to be allocated to the Correspondence screen. Sometimes we get old, outstanding work orders, and someone in the company followed up. It's nice to be ...
  • Votes

    6

    Update Search Criteria to show "Today's Date" for scheduled reports

    We don't want to have to go in and manually update scheduled reports to send at the day's current date. There needs to be a search criteria field that states Current ...
  • Votes

    1

    Dashboard Cash Position "Receivables" line item is not computing ...

    The issue we are having is that under "Cash Position" and "Receivables" line item value, the calculation is not factoring HoldBack receivables!! (as one example) ...
  • Votes

    13

    Allow Attached Files to be Dragged Out of Sage Into Windows Explorer

    Often there are times when files need to be retrieved from the attachments section of a record. For example, a customer has pictures that need to be uploaded to their ...