• Votes

    7

    job start up process - help us manage and enforce process

    Can you add an item in project mgt where we can create process/checklists/to do's/assign accountability to different individuals and keep notes for job start up and job ...
  • 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 ...
  • Votes

    1

    Option to deauthorize license server upon exiting like PlanSwift.

    Working from different locations it is easy to forget to deauthorize the license server when leaving a location. It would be nice to have an option to allow ...
  • Votes

    6

    4-2 Option to auto fill vendor number and job number when entering ...

    4-2 Option to auto fill from the last invoice entered the vendor numbers and/or job numbers when entering multipliable invoices for the same vendors and/or jobs.
  • Votes

    3

    Calculator rounding incorrectly to a tenth

    When I use the calculator to add a field with hundredths, it rounds it to the tenth. I have to use another calculator to add the fields I need and the insert it into Sage ...
  • Votes

    12

    Direct Deposit Email Address

    Need the ability to send emails from the address used in the Direct Deposit Email Settings. It currently is set to send using Outlook, but doesn't send from the address ...
  • Votes

    4

    ACA report based on 130 monthly hours

    The ACA report (5-4-3-21) needs to have a maximum of 130 monthly hours instead of 120 hours per month. An option that will allow the user to change this number could also ...
  • Votes

    7

    Certified Payroll Report needs to be fixed to print in a straight line ...

    The report does not print in a straight line, the items are off centered from one to another across the page. The report has to be exported into an excel document and ...
  • Votes

    6

    Ability for some calculations to automatically create a AP invoice

    Customer requests the calculations for payroll taxes and garnishments automatically create the AP invoice for payment instead of having to manually enter the invoice. ...
  • Votes

    12

    Ability to save work order without assigning the invoice number and ...

    Customers who create work orders and then later invoice would like to be able to have the invoices post in the order they are invoiced not in the order the work order is ...
  • Votes

    3

    allow user defined fields to be classified and pulled to other windows

    Customer requests that a user defined field in one window pull to another window. For instance, a user defined field in parts would fill in the user defined field on the ...
  • Votes

    4

    progress billing report jumbles all the line items

    when printing progress billing the report should not rearrange the order of the line items. the report should print in the order it is entered line by line
  • Votes

    7

    I need the job profitability report 6.1.4.61 to include prior years ...

    Ever since your latest upgrade, my job profitability report does not include prior years, even though for the date I entered 1-1-04 through 1-31-15, and check the period ...
  • Votes

    5

    Please fix the Aatrix reports to correctly reflect the Payroll data. ...

    Aatrix does not contain the correct local withholding amounts. Not sure how this happens except my Sage "guru" told me it is due to "rounding". I am never able to run ...
  • Votes

    7

    I would like to have a warning when a cost code posting from accounts ...

    Only after a progress invoice is calculated and completed does it come to my attention that someone cost coded an expense that doesn't match the budget. Then it has to ...
  • Votes

    5

    Correct the Dashboard "Receivables Aging" to include invoices that are ...

    Any Owner or person monitoring the financial information - or forecasting needs to have the "Receivables Aging" dollar amount to include all A/R Invoices so that amount ...
  • Votes

    4

    Payroll Report 5-1-1-22 should be "connected" to the "Raise History" ...

    Payroll Report 5-1-1-22 doesn't update with the last raise in the Employee Record
  • Votes

    1

    When entering a pay record, the 5-2-1 employee rate overrides the 3-5 ...

    The 3-5 jobsite paygroup rate used to be the set in stone rate unless we manually changed it on the 5-2-2 payroll record. This way we didn't accidently overpay or ...
  • Votes

    5

    Restore arrows to display the next record.

    Restore arrows to display the next record in 10-3 schedules. It was in there prior to the version 19 update.
  • Votes

    21

    Aatrix - be able to add an electronic signature to certified reports

    For anyone emailing Aatrix certified reports. It would be helpful if you could default in an electronic signature to Aatrix certified reports so you could eliminate ...