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Votes
5
Fix A/R Aged Call Sheets - reporting same information in both CURRENT ...
We regularly use report # 3-1-5-56 and after update 19.5 in December 2014, the report is now showing the same invoice amounts due in both the Current and the 1-30 day ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
progress billing report jumbles all the line items
when printing progress billing the report should not rearrange the order of the line items. the report should print in the order it is entered line by lineby: Linda R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Canadian Edition: 3-7 Progress Billing report
Allow the user to select the order in which line items from the 3-7 Progress Billing application print on the 3-7-21 report. Some users do not wish to print by Cost Code ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Tax features in AR and AP
Some of the more robust tax features in Accounts Receivable such as the cost type selection for Tax Entities are limited to some billing types such as T&M but do not work ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Transfer Client PO# to invoice when doing Progress Billing
When doing Progress Billing, the invoice that is generated in 3-2 should automatically bring in the Client PO# from the corresponding job card (3-5)by: Melissa A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
WIP labour costs should be split out (wage, CPP, EI...)
Currently if we have a WIP job, the labour costs go to the WIP account as one giant lump sum. It lumps the wage, CPP, EI, vacation etc all together. At the end of a ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Change manage period availability to be able to seperately lock AR & ...
We usually finish posting our AR far before we finish posting AP for any given month. It would be nice to be able to lock a period for AR separably from AP.by: Talaena C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Add a line to progress billing
I would like to adda line item in the middle of my Progress billing without retyping the whole thing?by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
21
Progress Bill Status to Closed
When a job is final billed and totally complete, I don't see an option to change the status of the progress bill to Closed. When a job is in the early stages, I click ...by: Holly C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Warning message when computing job cost but billing set-up is not ...
There used to be a warning message that would pop up during "Compute T&M Invoices" if there were job costs, but not T&M Billing Setup. This seems to have gone away in ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
On screen 3-7, progress bill, it would be helpful to have the row ...
would make it easier to see where you are on the pageby: Rik M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Service module should automatically import costs already allocated to ...
It would be nice to automatically pull in costs for a job in the Service module. Similar to T&M, but I would like to be able to edit right in the grid. It should pull ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Scan attachment function in Cash Receipts
Allow scan attachment in Cash Receipts to be able to have copy of checkby: Timothy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Cash Receipts
When your entering cash receipts in the client box it would be a huge help if you could have a pick list and select more than one client at a time. Then when you hit ...by: Melanie A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Additional Address Lines
Many times customers have more than the traditional 4 line addresses. Many companies now have Mail Stops. We are having to write these in on invoices otherwise they ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
AR Tax calculating incorrectly...Cdn Version
appears to be an error on the tax calculation.by: Britt S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Additional Fields & Customization Needed for AR:Job screen
Our company deals with several items that we need to have accessible on the Project Dates and Sales Information tab. We have over 18 items that we need to keep track of ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Facility Name On AR:Job Grid
Our company uses this grid for jobs that are worked within a building(facility). The job numbers do not tell us what building the job is in, which is essential for our ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Job Costs should be separated by actual part number and quantity, not ...
It doesn't help me to see a lump of Cost Codes on a report. I would like the Job Costs to be separated by actual parts, with quantities visible, so I can make informed ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
The ledgers do not agree to the trial balance
The A/R sub-ledgers do not always agree to the trial balance. I have only had once experience where the sub-ledger actually agreed to the trial balance. I should be ...by: Brenda L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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