• Votes

    64

    Job Status Issues!!

    Requested new Job Status' ... PLEASE!!! Inactive Cancelled We need another job status for use when the job is 100% done in the field but we have not been paid in full ...
  • Votes

    1

    Unreleased retainage when closing jobs

    When closing jobs, it would be helpful for a message to pop up, warning that you have not released retainage on the project.
  • Votes

    21

    additional job status codes needed

    Sage 100 has 6 available job status codes, and we need more in order to manage our workload more efficiently. Please add 4 more to allow the users to design more codes ...
  • Votes

    3

    Progress Billing: Ability to insert a line into a progress billing ...

    We need to be able to insert a line into a progress billing, mid project (not the first pay application). This would be for change order and changes that need to be ...
  • Votes

    3

    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 ...
  • Votes

    5

    Allow Short Name to Auto Fill with Long Name if field left blank

    Allow Short Name to Auto Fill with Long Name if field left blank, instead of being required to enter both a Long Name and Short Name
  • Votes

    3

    Receivable invoice

    When creating a job invoice (3-2), it is kind of ridiculous that one cannot "view" an invoice before printing, other wise creating an additional invoice and receivable in ...
  • Votes

    3

    3-2 Due Date

    Additional formulas for due date for example Invoice Date + XX DY When entering previous invoices you have to do the date math vs. it auto populating to the terms for ...
  • Votes

    22

    AR Progress Billing Warning for Overbilling

    In the AR progress billing, the system should provide a warning if a line item is billed over 100%. Ideally, this would be a soft warning that would allow you to proceed ...
  • Votes

    67

    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 ...
  • Votes

    2

    3-10-3 Time & Materials Report by Date

    For example, type in date 1/2/25, job # All costs on that date associated show what happened on that date. X people were on this job doing drywall, or electrical. ...
  • Votes

    50

    When emailing an account receivable invoice, it would be great to have ...

    This feature would save time by not having to search & input an email address, as well as help to avoid the potential of selecting a wrong email address
  • Votes

    11

    Process payment without client invoice

    Need to be able to post a payment to a customers account without an invoice be posted to their account.
  • Votes

    13

    I wish when a customer has a Credit that it would tell me when I'm ...

    Like in Quick Books. It will tell you if that customer has a credit right from the invoice screen, then you can apply it right from there. I don't like how you apply ...
  • Votes

    5

    edit invoice after being created from progress billing

    there used to be an option to edit the 3.2 invoice after it was generated from the 3.7 progress billing screen. We used departments when cost coding so I have to copy, ...
  • Votes

    18

    Import Change Order Description to Progress Billing Once Approved

    When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.
  • Votes

    7

    Progress billing to nearest dollar

    Our large GCs will not accept progress billings with cents. The current amount billed column can be rounded to the nearest dollar but that doesn't help when the retention ...
  • Votes

    7

    Accounts Receivable: Need a Time and Materials billing invoice

    Accounts Receivable: Need a Time and Materials billing invoice that show Description, Quantity, Price, Ext. Price, and Amount. This would be identical to the Work ...
  • Votes

    18

    Invoices to pay refresh

    When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...
  • Votes

    22

    Ability to Edit Progress Billing Gridlines

    It seems that our Schedule of Values always needs to be edited after about our 4th progress billing. Would like an easy way to move gridlines around & insert space, grid ...