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Votes
14
3-7 Warn if billing is higher than Contract (+change orders)
There should be a warning that alerts the user if the progress billing is higher than the contract (plus any change orders) to avoid either overbilling or not entering a ...by: Liz T. | over a year ago | Last activity 3 days ago | Status changed over a year ago | Accounts Receivable
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Votes
77
RETENTION RELEASE
Retention Release - When retention is released, the system ages the new retention invoice from the original bill dates. This is incorrect. Aging on the newly created ...by: Tina A. | over a year ago | Last activity 17 days ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow editing of Subcontract number on an AP invoice that was billed ...
Sou gave us the ability to edit paid AP invoices and even to add missing subcontract #s on those invoices. However that function does not work if the AP invoice was ...by: Charlene D. | 17 days ago | Last activity 13 days ago | Status changed 17 days ago | Accounts Receivable
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Votes
8
Cash Receipts sort by job and / or client alphabettically
In Cash receipts screen, please add the "Client" to the Contract section and the "Job" to the Service section. Then allow the user to sort by these columns (and the ...by: Greig S. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Progress Billing Setup
In the Setup of Progress Billing (3-7), it would be nice if the Subaccount would automatically default the Department Code from 3-5. Instead, each time you bill, you ...by: Jennifer F. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
14
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Please included a Pick List for individual invoices and/or record ...
When billing T&M, often times we will bill only for specific invoices. Also, the record numbers and/or dates of the AP invoices may not be in sequence. Sometimes there ...by: Josh H. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T&M Computing
It would be a great idea to have a date range when computing the T&M invoices. Sometimes we have a customer that is billed a contract price and don't need to compute ...by: peshe p. | about a year ago | Last activity 12 days ago | Status changed about a year ago | Accounts Receivable
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Votes
6
3-10-2 Compute T&M by Date Range
We use the 3-10-2 Compute feature frequently but would like to request a new report format. We need to run a compute by a date range of payroll to capture the days an ...by: Dana G. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add or delete items on Invoice after money is applied
When a payment is received and the customer on the next payment makes another payment to that same invoice, you should be able to reopen the invoice without creating a ...by: Don K. | about a month ago | Last activity 27 days ago | Status changed about a month ago | Accounts Receivable
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Votes
6
Combined AR/SR call sheet that is modifiable
Many clients like to use the aged call sheet reports in AR and SR because it contains the contact name, phone, email etc. And I generally add the ability to include the ...by: Charlene D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
13
T&M Billing Wage Rate by Position
The job cost transactions do not import the Employee Position from payroll. This employee position/title is often required to support the employee billing rate with ...by: Kenneth M. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Be able to set up T&M bill wage rates by employee position
In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...by: Talaena C. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Holdback round up errror on Progress Billing 3-7
Holdback should be calculated on the subtotal of the invoice, not on each individual line item of the Schedule of Values. This would prevent incorrect round ups and ...by: Anna K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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Votes
19
progress billing to pull change orders
When creating next progress billing masterbuilder should search for approved change orders and add line item to progress billing.by: sheri p. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
17
closing progress billing applications
I would like to close jobs that have stayed open even after billing 100% in the 3-7 progress billing screen. It would be nice to have the option to close them or void an ...by: Jaims G. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Write of an Invoice
There should be an edit or something to write off and invoice for Bad Debt or other reasons, especially when it is in the previous fiscal year. Currently you have to ...by: Don K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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Votes
2
3-5 A/R Invoices: Print Cuts Off Columns / Add Auto-Fit + Save Grid ...
Need a new or enhanced print capability for the A/R Invoices output launched from the bottom buttons in 3‑5 so printed results do not cut off columns that are visible ...by: Edwin B. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
4
credit card processing
wants the ability to add a surcharge for credit card processing on the invoices for clientsby: kayla j. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
9
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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