-
Votes
17
When looking up an invoice - the voided one should NOT be the first I ...
When searching for previously posted invoices in 11-2, the voided invoices appear first. Can we have that which is useless not show up first??!! Please change this ...by: Susannah M. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
11
Invoicing without a Job Number
There should be a way to invoice customers without having to reference a job number as there are occasions when the invoice is not related to a job (example: monthly rent ...by: Dawn D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
Save Cash Receipts w/o posting and reopen after corrections
We are contracted with one primary client who sends one payment a week. It's not unusual to have 200 invoices on one payment. If there is an error on an invoice, we have ...by: Donna P. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
21
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 about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
36
3-7 Progress Billing; allow the user to insert rows in the middle of ...
This idea is submitted on behalf of E Vaughan Rivers Inc (account ID: 4000076966). The company has a number of contingency items they must invoice for through AIA ...by: Kenneth K. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Accounts Receivable
-
Votes
11
Accounts Receivables search invoice amounts
In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...by: Marilyn S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Delete progress billing after it has been submitted
If a progress billing is made by mistake or with the wrong job is selected and then submitted that progress billing just sits in that limbo land forever. I would like a ...by: Allyson R. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Progress billing retention should calculate of current billed instead ...
Many times we have different vendors billing to the same line item (dictated by the owner). Based upon the contract agreements the retention amount is different for each ...by: Cindy C. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Receivable
-
Votes
16
Create a deposit including AR cash receipts as well as other misc GL ...
We often get payments for AR invoices as well as items that we don't set up AR invoices for, like interest or rebates. We currently have to process two deposits with our ...by: Lindsay S. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
81
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 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
10
JOB NUMBERS - Allowing Letter Characters
Many fields allow "Character" as their Field Type. Job Numbers are forced to fall within numerical inputs only. In order to differentiate between divisional job ...by: Jeff H. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
43
An actual retention bill that line items just like a progress bill
When you release retention this should create a progress bill just like the others. It should also show up on reports just like a progress bill and age by itself. By ...by: Melissa L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Enter overpayment in 3-3-1 for invoices already paid.
Include option to enter overpayment for invoices already with a paid status in 3-3-1 cash receipts and have this entry automatically create a credit invoice (similar to ...by: Kassandra B. | 6 months ago | Last activity 2 months ago | Status changed 6 months ago | Accounts Receivable
-
Votes
7
Archiving contractors
It would be nice if there were a way to "archive" or make contractors inactive. We have a couple of cases where General Contractors &/or Subcontractors have gone out of ...by: April T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
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 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
9
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 3 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
22
Ability to add more than one Client per Project.
Sometimes my client changes partway through the project and sometimes I might work for a contractor and they want me to bill their client for something directly. ...by: Shana P. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
retention release phase
Be able to release retention by phase level, not just on Job. Example have 2 phases, one still needs to be 10%, however the second phase needs to be at 5. Now we have to ...by: Tiffani E. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Create Holdback Billing for All Phases Simultaneously
It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...by: Ryan B. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
2
In 3-2 Allow Holdback Billings to be Created for All Phases
Often items may be invoiced through various phases, but holdback is most often released for all phases at once. This should be a feature regardless if invoicing through ...by: Ryan B. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (119)
- Accounts Payable (466)
Accounts Receivable (436)- Equipment Management (40)
- Estimating (116)
- General Ledger (123)
- Inventory (55)
- Other (261)
- Payroll (669)
- Project Management (363)
- Review and Reporting (142)
- Scheduling (47)
- Service Receivables (164)
- Utilities (85)
