-
Votes
20
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 ...by: Kim G. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
17
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
-
Votes
29
Add shipping address to 3-5 Jobs (Accounts Receivable)
Because each job that we complete for our clients has a different site address (aka shipping address) it would help us a great deal if there were fields created for the ...by: Pamela H. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
40
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 about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
multiple departments on one invoice
We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...by: Ryan L. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
-
Votes
19
Job cost summary button in the 3-5 window
In the Receivable Job window 3-5, at the bottom there are buttons all along that take you to different information job links (bid item, phases etc). However to complete ...by: Richard K. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
6-1-4 #71 Create Summary one line per job
It would be amazing if you could create this report so all jobs show up as a summary on one line with all of the jobs listed. I need to create a report with Total Billed ...by: Cindy L. | 11 months ago | Last activity about a month ago | Status changed 11 months ago | Accounts Receivable
-
Votes
2
Editing of progress claims without the need to generate an invoice
There are situations where a contract is billed under 3.2 and much later along the project cycle, the schedule of values is defined. Where you had previously billed under ...by: Dan B. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
-
Votes
47
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 addressby: Rik M. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
remembering order of headings in search function
When searching for progress claims under 3.7, you are able to manipulate the order of the headings under the search function. This is not remembered by the program and ...by: Dan B. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
-
Votes
2
Allow T&M Invoice to be untaxable
Materials that are job costed and sales taxed via job cost are being subject to tax again when invoiced to customers via the T&M invoice system. There should be a ...by: Gary P. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
-
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 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
30
Progress Billing description to transfer to invoice and receipts ...
In Progress Billing (3-7) it would be much more helpful if what is entered under the "Description" column would transfer to the invoice (3-2) description column, which in ...by: Angela K. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Multiple progresses
Would like to be able to create multiple Progress Bills. Some projects have billing to multiple parties. EG. Working with a home builder to build a home. The majority of ...by: Stephan G. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
8
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. | 5 months ago | Last activity 2 months ago | Status changed 5 months ago | Accounts Receivable
-
Votes
38
when creating invoice notice that customer wants invoice emailed
the ability when creating an invoice to be given a warning/pop up that the customer likes invoices emailed so that you don't waste paper printing off invoice then realize ...by: Tanya L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
21
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 ...by: Stacy F. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
25
Progress billing Retainage
Progress Billing lines should allow for retainage to be calculated as a percentage of billed amount OR an entered value on a line per line basis. For example you have 10 ...by: Manuel A. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...by: Jessica G. | 5 months ago | Last activity 2 months ago | Status changed 5 months ago | Accounts Receivable
-
Votes
4
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, ...by: Jaims G. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (116)
- Accounts Payable (443)
Accounts Receivable (418)- Equipment Management (38)
- Estimating (116)
- General Ledger (120)
- Inventory (53)
- Other (256)
- Payroll (638)
- Project Management (354)
- Review and Reporting (139)
- Scheduling (46)
- Service Receivables (161)
- Utilities (81)
