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Votes
6
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
18
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 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
9
3-7 Progress Billing
I cannot get the taxable column to show on the progress billing..... when I hit the preview report, it shows up there, but not when I print it out...by: Alice M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
4
3-2 Due Date
Additional formulas for due date for example Invoice Date + XX DY When entering previous invoices you have to do the date math vs. it auto populating to the terms for ...by: Chasity A. | 6 months ago | Last activity 4 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
23
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 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
27
New way of handling deposit or prepayment on jobs.
The current process of handing deposit or prepayments on jobs is a bit lacking. It would be nice to see a separate deposits section on progress billings and statements. ...by: Talaena C. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-10-3 Time & Materials Report by Date
For example, type in date 1/2/25, job # All costs on that date associated show what happened on that date. X people were on this job doing drywall, or electrical. ...by: Stacey D. | 6 months ago | Last activity 4 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
1
Custom Fields (3-6 Receivable Clients)
1. Would like to be able to place this as a field in and of the tabs available on 3-6 Rec. Clients page. 2. Would like to be able to pull the custom field onto a Form ...by: Jessica R. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Accounts Receivable
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Votes
1
Add a 2nd Labor *Cost Type* called "Labor- No Mark Up"
Sometimes we don't want to add a profit on our labor. But 3-10-1 only allows us to change the profit percentage of labor for all labor by job. Please allow us to ...by: Stephanie M. | 5 months ago | Last activity 5 months ago | Status changed 5 months 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 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
21
additional job status codes needed
Sage 100 has 6 available job status codes, and we need more in order to manage our workload more efficiently. Please add 4 more to allow the users to design more codes ...by: Kathy R. | over a year ago | Last activity 5 months 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 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
I wish when a customer has a Credit that it would tell me when I'm ...
Like in Quick Books. It will tell you if that customer has a credit right from the invoice screen, then you can apply it right from there. I don't like how you apply ...by: Michelle S. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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 5 months 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 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Accounts Receivable: Need a Time and Materials billing invoice
Accounts Receivable: Need a Time and Materials billing invoice that show Description, Quantity, Price, Ext. Price, and Amount. This would be identical to the Work ...by: Sherry B. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...by: Desiree F. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
22
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 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
17
When looking up an invoice - the voided one should NOT be the first I ...
When searching for previously posted invoices in 11-2, the voided invoices appear first. Can we have that which is useless not show up first??!! Please change this ...by: Susannah M. | over a year ago | Last activity 6 months 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 6 months ago | Status changed over a year ago | Accounts Receivable
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