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Votes
6
Move bank transfers from options to a visable button
New clients are not remembering to look under options to transfer funds between bank accounts. It needs to be a visible button, or separate menu or submenu. I've ...by: Charlene D. | about a month ago | Last activity about a day ago | Status changed about a month ago | General Ledger
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Votes
2
Allow Security to be place on an individual Accounts Payable Vendor ...
Reason: Employee Loans or Owner Distributions should only be seen by Management and not the Accounts Payable Clerk.by: Lynn P. | 4 days ago | Last activity about a day ago | Status changed 4 days ago | Accounts Payable
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Votes
5
be able to enter check #'s that are alpha - not just numeric
I use EFT for an Electronic Funds Transfer as the check number. In order to do this, I have to enter an actual numerical value (instead of EFT) and then go to the 1-3 ...by: Mary Jane J. | about a month ago | Last activity about a day ago | Status changed about a month ago | Accounts Payable
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Votes
3
Under payroll reports - certified payrolls allow the masking of only ...
It is required to have the last 4 digits of the employees social security number on certified payrolls. Right now you can only have the full number or mask the entire ...by: Susan S. | about a month ago | Last activity about a day ago | Status changed about a month ago | Payroll
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Votes
59
Add a Paycheck Calculator
You should add a paycheck calculator so that you could run a mock paycheck for an individual employee without going through all of the payroll steps (followed by voided ...by: Sherry B. | over a year ago | Last activity about a day ago | Status changed over a year ago | Payroll
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Votes
18
Inactive Credit Card Option
The option to move credit cards to inactive status when they are cancelled so they no longer show in list when needing to choose. Our company constantly issues and ...by: Amy S. | 11 months ago | Last activity about a day ago | Status changed 11 months ago | Accounts Payable
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Votes
55
Need audit trail for voided records
1. When a record is voided, the user who executes the void is not recorded. 1. Also, the void affects the period where the entry was originally made which can affect ...by: Garry M. | over a year ago | Last activity about a day ago | Status changed over a year ago | General Ledger
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Votes
110
PLEASE make form design more user friendly and WYSIWYG (what you see ...
I like a challenge but designing and/or adjusting forms is so aggravating. When designing you need to see what the form actually looks like while putting it together. You ...by: Keith M. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Other
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Votes
50
Workers Comp Report by WC code
I would like to be able to have the option in 5-1-5 to select the WC code. Every year I am audited by the Insurance Company for Workers Comp and they ask for that ...by: Adriene H. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Payroll
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Votes
10
Exclude job from Workers Comp report
There needs to be an option to exclude jobs from Workers Comp Reports. Either an option in the job itself or allowing In List as an option for the report.by: Sarah C. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Payroll
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Votes
23
Workers comp report - eliminate blank lines while exporting into Excel
Worker's Comp Report: When exporting into Excel, the report creates a blank line between each record which makes it cumbersome when creating pivot tables, as I would have ...by: kalvir d. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Payroll
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Votes
2
3-5 Jobs - Budget Tab (Budget with Approved Changes) change and save ...
3-5 Jobs - Budget Tab (Budget with Approved Changes) it would be nice to be able change and save the grid view. There are many columns that we do not use and would like ...by: Melanie A. | 12 days ago | Last activity 11 days ago | Status changed 12 days ago | Accounts Receivable
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Votes
1
Edit Partial Invoices before Posting
When creating a partial invoice from Work Orders/Invoices/Credits, it automatically requires you to post the invoice. We should be able to edit it prior to posting.by: Kasie D. | 5 days ago | Last activity 5 days ago | Status changed 5 days ago | Service Receivables
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Votes
10
Payroll Calculations in a query in 5-2-1.
I would like to be able to run a query in 5-2-1 for Payroll Calculations.by: Adriene H. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Payroll
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Votes
10
lock closed jobs
I've seen this idea marked as completed in several posted, but it hasn't. We need the ability to lock closed jobs just as we lock closed periods. For effective archiving ...by: Tim L. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Edit/Void Service Billings
If a service billing is edited or voided, the systems automatically wants to post the edit/void to the original period. It should edit/void in the current period to not ...by: Kasie D. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Service Receivables
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Votes
72
RETENTION RELEASE
Retention Release - When retention is released, the system ages the new retention invoice from the original bill dates. This is incorrect. Aging on the newly created ...by: Tina A. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Accounts Receivable
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Votes
107
AR & AP Aging Reports need a column for retainage.
Currently retainage is included in the Current/Retainage Column on their respective reports. CPA needs the breakdown. Best case scenario would be to have retainages ...by: Carlos R. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Accounting Reports
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Votes
15
Equipment Allocation Screen
It would be nice if the equipment allocation screen would allow work orders to be entered, not just jobs. We use equipment on our work orders too. Is there another ...by: Christy R. | over a year ago | Last activity 10 days ago | Status changed over a year ago | Equipment Management
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Votes
5
Cost Type Entries
Cost Types are limited to only 9. This makes no sense. Cost Type has no ability to add new cost types past #9. Using Cost Types for estimating is critical to varying ...by: Gordon T. | over a year ago | Last activity 10 days ago | Status changed over a year ago | Estimating
By Category
All Categories- Accounting Reports (122)
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- Other (269)
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