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Votes
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Have a dedicated spot for the email address to the accounting dept. of ...
I have to share MB with other people who create the proposals/quotes. They almost always use a different email address than I do when I email the invoice if the client ...by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
3-2 Receivable Invoices / Credits
There is not enough characters allotted in the " * Description " field. Should have more room to type info on the same line.by: Lana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Combined Statement should have the job invoices separated from the ...
Who would want this: Anyone who has clients that have both jobs and service invoices on their account. Why it's valuable to them: Send one statement vs two, and it would ...by: Chris P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
allow adding attachments in progress billing after posting.
Attachments can be added before a progress bill is invoiced and posted, but not afterwards.by: Pieter D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
AR Statements - POs
It would be great to be able to modify or have a report that would also pull the PO numbers from jobs/Work orders and show on the statements.by: Alina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
progress billing by phases with notes attached,
when entering 2 proposals under 2 differnet phases, the notes should save per phase and not be one note for all phases.. also when creating an invoice from a proposal why ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-6 Clients - Service Invoice History / 11-2 Invoices - Locations Sort ...
Right now it only sorts one way - oldest on top. When I have clients with a lot of history I have to scroll all the way to the bottom to see the most recent or to know ...by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
closing progress billing applications
I would like to close jobs that have stayed open even after billing 100% in the 3-7 progress billing screen. It would be nice to have the option to close them or void an ...by: Jaims G. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-5 Jobs Accounts Receivable - Actual Sales Price
Under Project Dates and Sales Information - the Actual Sales price should calculate itself. It should be the contract amount +/- change orders. We should not have to ...by: Edith F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Sales Tax Calculation
Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Track vendor certificates by job - in 3-5 Jobs
Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...by: Brittany C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
22
Sage needs the ability to apply a duplicate payment to a paid AR ...
When posting a deposit in 3-3-2 you can bring up all AR invoices; however, if an invoice is already paid, you can not apply a second payment to that invoice. We live in ...by: Becky C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Burnoff report for all current jobs
Create a way to document and report burnoff by month for all current contract jobs. Should be able to key in burnoff % or $ by month so we can project revenue and ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Better descriptions in accounting report 2-4-21
When you print this report, it shows generic descriptions of the GL entries from the various modules. Is it possible to use the same (or combined) description(s) used in ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Time and Material Setup
Would it be possible to add a description field in the T&M setup screen. This description would then flow into GL the record description as T&M Billing + Description. So ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Create a Master Project linked to Subprojects
Currently we use the phase numbers to link several subprojects to a master project, thus making our phase # longer than they should be. I would like to see the ability ...by: Ted C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
gst on pst tax
When entering Vendor invoices, it would be very helpful to have a cost code dedicated to not being subject to GST. This would allow you to enter pst on a separate cost ...by: Gillian H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
23
Add the invoice date to the AR aging
When looking at an aging, the invoice date along with the due date needs to show on the reports.by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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