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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 over 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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Don't include unposted payroll records in time and materials invoices
It would be very helpful if payroll records did not get pulled into time and materials invoices until those payroll records get posted to the GL. It is a multi-day ...by: Caitlin K. | about a year ago | Last activity about a year ago | Status changed about 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
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...by: Kasie 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
security on post for progress billing
There is a need for security in Progress Billing. The ability to secure the Post feature would allow PMs to create a progress bill without being able to affect ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Print A/R Aging by Job Access List
Print the A/R Aging by the Users on the Job Access Listing so we can look at each user's A/R seperately.by: April C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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