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Votes
14
reprint cash receipts
It would be helpful to have the option to reprint cash receipts, customers always seem to lose or misplace them.by: Tanya L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Import Change Order Description to Progress Billing Once Approved
When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.by: Matthew D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
top 25 cutomers sales report or other sales reports would be nice to ...
It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
We should be able to change the holdback rate in progress and unitary ...
Currently we are unable to change a holdback rate mid project without all of the calculations on the billing going crazy and then not able to post a changed invoice if ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Why is it not possible to change the calculating of amounts on a ...
Eg. Instead of having the billing generate numbers based on previous and current holdback, we should be able to change it so that we can just have a sum of the holdback ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In 3-5 it would be nice to have a tab at the bottom to allow you to go ...
On the 3-5 screen it would be nice to go directly to the job estimate when you look up a jobby: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Be able to create a list of clients that haven't purchased from you in ...
We would like to be able to create a list that will only show clients (businesses) that haven't purchased from us in over a year. We would like the client name, phone #, ...by: Alan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Dashboard "Job Cash Flow to Date" "Cash Collected" should not include ...
It is impossible to job cost sales tax charge on a receivable invoice in Sage 100 (Liability Account). Either remove that restriction or do not include the in "Cash ...by: Mary 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
Job Directory / Project Directory - Vendors (4-4) and Job 3-5)
We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory. Issue: All the Contacts for Vendor or ...by: Danny B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
accounts receivable history
If you pull up a customer, give you detail of prior contracts for prior years without having to know the year.by: Tammy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Client locations table; add more fields, a contact table, or the ...
Client location table is too small. We need to be able to add multiple contacts to each location, not just the client. Please add a contact table for locations, or the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Emailing a purchase order to Multiple vendors, Not just the vendor ...
Using SMTP, not outlook. We have field guys that are paid as a vendor and would like them to have a copy of the purchase order. Under "select contacts for Immediate ...by: Steve J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Emailing Purchase orders would like the Option to CC
Right now when SMTP emailing purchase orders, all people you email it to are (BCC) blind carbon copied. Can you not created a Carbon copy option? So everyone see's who ...by: Steve J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Job Setup - Estimated Finish Date
We are remodelers and do not have a closing date. It would be great to have a filed with the Estimated Finish Date in "Project Date and Sales Information" tabby: Karen F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Combined AR/SR aging reports; add selection criteria for due date
Add selection criteria for Due Date to the Combined AR/SR Aging reports; OR create new versions that can be printed with a selection to only show invoices of a certain ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Include Proposal Line item notes when importing to Progress Billing
Please offer the option to include line item notes when importing the Proposal to the Progress Billing window. I can see that the notes import form the budget, but those ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Wage Rate box in 3-10-1 changes anytime wage rate changes are made in ...
The Wage Rate box in 3-10-1 T&M Billing setup changes anytime you make a change in 3-10-5 T&M Wage Rates. If you create a brand new wage rate in 3-10-5, it will populate ...by: Caitlin K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-5 Jobs (Accounts Receivable) Project Date data is saved as a string ...
We are attempting to build an alert or report that depends on a date field in the 3-5 screen. The table is Actrec. The screen is 3-5 on the Project Dates & Sales ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 year ago | Status changed over a year ago | Accounts Receivable
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