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Votes
13
email Overdue Receivable Reminders to clients
Please add the ability for the 3-1-9 report to automatically get emailed to the client's email address as listed in the statement email address field so it shares the ...by: Charlene D. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
9
emailing vs mailing client statements - which one for this client?
We should be able to email the statements that have an email in the field and then the system should auto print the remaining that do not for us to mail.by: Shawn E. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
14
bulk emailing for customer invoices
The ability to email all invoices entered for the day to customer emails all at onceby: jenny p. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Populate the 3-6 Receivable Client equipment tab with serialized parts ...
When a serialized part is pulled from inventory and allocated to a job that has a client, it would auto fill the 3-6 client's equipment tab with serialized parts, instead ...by: Aaron C. | over a year ago | Last activity 3 days ago | Status changed over a year ago | Accounts Receivable
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Votes
82
Ability to make job numbers alpha numeric
having the ability to add special characters (i.e., - or . ) and/or letters in job numberby: seth m. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
68
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 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Email Templates and populated Subject lines
When send alot of invoices to customers as well as many others here. Coming from Quickbooks it was so easy to send Emails and fast. You create a template for each kind ...by: mark e. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
21
11-2 and 3-2 Email Invoice Save Default Message
Can you please allow user to save the email message in 3-2 and 11-2? Having to retype the same message every time I email an A/R or Service Invoice is tedious.by: Tara R. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
15
spell check
Please make spell check work in notes when written in all caps. In the past 7+ years that we've been using Sage Contractor 100, we have always written our notes in all ...by: Tanya T. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Accounts Receivable
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Votes
15
History of invoices
When you view the history of an invoice it should show when it was emailedby: Audrey M. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
22
Cash Receipts-Be able to flip through previously saved Cash Receipts ...
In 3-3-1 Cash Receipts, it'd be nice to be able to flip back through previously saved Cash Receipts posts. Currently we print every entry before saving it, so we can flip ...by: Charlotte C. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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.by: Christi S. | 2 months ago | Last activity 12 days ago | Status changed 2 months ago | Accounts Receivable
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Votes
6
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 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
11
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 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Email feature is cumbersome with several steps for emailing invoices ...
Allow me to email reports and attachments in one step. Add email icon to invoice top tray near print button instead of going through print first. Allow me to email my ...by: Cristin P. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
23
email options
when creating an invoice if you are given the option of a pop up box or warning that customer prefers emailed invoices rather than regular mail and wasting paper.by: Tanya L. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add sales tax to the Application report generated by a Progress ...
Add a line for sales tax that would print out on the Application report that prints from Progress Billing. If sales tax could be shown as a line item in both the ...by: Rosie A. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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 ...by: Denise K. | 3 months ago | Last activity about a month ago | Status changed 3 months ago | Accounts Receivable
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Votes
7
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 Nameby: Chasity A. | 4 months ago | Last activity about a month ago | Status changed 4 months ago | Accounts Receivable
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Votes
6
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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- Other (262)
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