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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. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
allowing the option to choose specific change orders to upend to a ...
right now if we have a job with multiple change orders, when we go to the progress bill to append as new lines, it brings in all the approved change orders. We should ...by: Kim K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow unlimited Tax Entities
If you use the sideways arrow under Tax Districts it brings you to a window where you can enter in Tax Entities. These tax entities make up the total tax for a Tax ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add a box for Designer on the 3-5 Job
We have a box for Architect. Can we add one for Designer?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
2
Longer contact email address field
We are using Procore, it assigns email address for the project, and these email addresses are much longer that Sage 3-5 contact table accepts. please make the contact ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
AP/AP Hold Back Tabs on Client 3.6 and Vendor 4-4 pages
To be able to see if holdback is outstanding by client/vendor rather than having to go into the all jobs to search. By adding a tab at the bottom with open invoices or ...by: Deb O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Select statuses to view A/R list - so voided ones do not show
When using the down arrow to search for A/R invoices, I am only able to see one status or see all of them. I'd like to pick multiple statuses, (i.e. Open and Paid) and ...by: Stephanie M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Have the option to use the 9-2 Sale Price of a part in T&M Invoices, ...
We generally like to round up the price of the parts in our T&M invoices, and some parts are marked up differently than others. Currently we go into every single Job ...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
3
Have a refresh button on the "Post Invoices" page
It would be nice to have a refresh button on the Post Invoices page so it can be left open and refreshed when an invoice is re-computed.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
8
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Sales tax on overhead for T&M billings
Currently the taxability table includes cost types, and Profit columns only. We need a column for overhead. It appears to not be calculating on the overhead portion of ...by: Charlene D. | about a year ago | Last activity about a year ago | Status changed about 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
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
9
Create One Retention Invoice from invoices that were originally ...
If there are 30 separate invoices with retention held, we want those 30 separate retention amounts to be billed on one invoice number - not 30 separate invoices.by: Debbie G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
user def
I have to track minority hours on project. I created a report to tell me this, but I had to use statement email as the field to pull from for the report. I put Minority ...by: Leanne S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
location alerts -
Thank you for creating the Client alerts!!! We are also needing it for Location Alerts as we often have once client, with many locations. Can you find a way to do the ...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
3
3-4-21 Job Statements Payment Sort
Payments for each invoice are not sorted when using "Include Payment History". Payments should be sorted by payment date.by: Neil M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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