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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 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 over 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
30
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 over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
3-10 T&M being able to set multiple 6-3 job cost to non billable at ...
When recreating T&M being able to set the billing status to multiple job cost (6-3) to billable or non billable all at once.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
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
14
Printing reports (i.e. receivable invoice) without having to save and ...
Can there be someway to make the receivable invoices printable without saving? Or if not can you set it up so that when you save the invoice doesn't close so that you do ...by: Laurel G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...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
4
HST is not calculating on Holdback Progress Billing.
Clients request a copy of Progress Billing for Holdback along with the Invoice. HST does not calculate on the 3-7 form, therefore amount owing and tax amount does not ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Include Phase Number in 'Invoices' and 'Payments' on the 3-5 Jobs ...
This way you know what invoices belong to each phase if you look at them via the job menu.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T & M Summary Report: Inconsistency between Proposal Amount and Billed ...
The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...by: John 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
The description on the T&M invoice should pull from the wage rate ...
We found that the wage rate in the description field rounds weird because it is a formula. For consistency it should pull from the wage rate table.by: sue e. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-7 Progress Billing be able to bill without cnets
In the 3-7 progress billing you are able to bill in dollars only without cents. You would need to fill in your current complete and then select the entire row and go to ...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
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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Votes
5
When a job has been set up for progress billing, there need to be a ...
It's very cumbersome to have to add codes after the fact when they should just be changed.by: Mary H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
50
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 over a year ago | Status changed over a year ago | Accounts Receivable
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