• Votes

    4

    T & M Summary Report: Inconsistency between Proposal Amount and Billed ...

    The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...
  • Votes

    8

    Increase area where deductions are listed on the direct deposit ...

    Not all of our employees deductions print out on the Direct Deposit compensation slip we e-mail them
  • Votes

    3

    Fields that can hold multiple values

    It would be great to have a field that holds multiple values, like a drop-down list where you can select more than one item. We're a service-based company, and my goal is ...
  • Votes

    3

    The description on the T&M invoice should pull from the wage rate ...

    We found that the wage rate in the description field rounds weird because it is a formula. For consistency it should pull from the wage rate table.
  • 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 ...
  • Votes

    8

    Certificates By Job

    I feel this would be a great place to log project specific information; 1. Pre-lien Notices from a Subcontractor's supplier (this is job specific) - (WA State) 2. ...
  • Votes

    6

    Job Summary Report

    There should be a Job Summary Report-Long format that lists the following columns across horizontal rather than vertical. Some of my Job Summary Reports-Long are 20 + ...
  • Votes

    23

    Would like to be able to have the color change on the lines when you ...

    When reconciling the bank statement we would like to have the color change when you check of somehting to be cleared.
  • Votes

    26

    Budget Report to show Original Budget with Itemized Budget Changes

    Need a comprehensive Job Budget Report by Cost Code with following information on 1 page: 1. Original Budget 2. Itemized Budget Change Amounts with associated record ...
  • Votes

    19

    Scrolling to looking up a customer or vendor

    In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...
  • Votes

    1

    Ability to setup Receivable Clients on an ACH account

    Clients have requested for us to set them up on an ACH account. Payment for services provided on a reoccurring bases.
  • Votes

    11

    Would like to see a RFI & Transmittal tabs added to the bottom of the ...

    It would make it easier to have RFI's & Transmittal directly connected to jobs via tab. Quicker access, is instead of backing out and going to 6-11-2 & /or 6-11-3
  • Votes

    10

    5-2-2 Option to sort employees by last name, first name and ...

    When employees are added the employee number is automatically assigned. It would be helpful if entry could be incremented alphabetically by last name, first name rather ...
  • Votes

    3

    3-6 Receivable Clients - Sales Tax Exempt# field is too small

    Field length does not accomodate sales tax exemption numbers beyond 15; increase from 15 to 20 characters (minimum)
  • Votes

    9

    Need the ability to print workers comp report with a grand total but ...

    We are a general contractor that operates out of the state of MD. However, we are currently working in MD, VA, DC. Twice a year, we undergo insurance audits based on our ...
  • Votes

    5

    Employee Training sheet does not allow the employee name or number to ...

    the formulas prints when modifying report. When printing multiple employee training sheets I can't tell which sheet is who's. Need to add employee name and # to the ...
  • Votes

    2

    In 5-2-2 Vacation Pay should be included in Gross Taxable Wages.

    In 5-2-2 Vacation Pay should be included in Gross Taxable Wages. The union report is only calculating the gross, which doesn't include vacation payouts, or calculations ...
  • Votes

    9

    Open Invoices Tab on 4-4

    When there aren't any open invoices for the vendor, it would be nice if the Open Invoices Tab could be greyed out.
  • Votes

    4

    Custom Field Icon

    Would like to see that icon change when there is information there. Similar to what happens to the Notes icon.
  • Votes

    3

    Schedule the dashboard to print automatically

    I would like to be able to schedule the dashboard or just certain parts of the dashboard to print automatically.