-
Votes
5
Adding finance charge to a recievable customer
When creating a statement WITH finance charges - do NOT create another invoice number. We manually enter our invoice numbers so when we create an invoice number 1234 and ...by: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
Votes
13
client statements
Please get rid of the form letter that is printed with the statements. It is not needed. Thank you! Brenda Hallby: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
Votes
8
Proposals
We would like to create bids and proposals without assigning a job number. We don't assign job numbers until the proposal/bid is accepted. PLEASE make this an option!!!by: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
5
Budget $$ by cost code compared to PO $ by cost code
We should be easily able to see what we budgeted by job/cost code vs what has been committed on PO by job/cost code. To make sure our detail is in line with the total.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Resource Management - dashboard for employees/equipment resource mgt ...
We need help managing and scheduling our manpower and equipment resources. We should be able to assign resources to a dept and then have a calendar that we can schedule ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
-
Votes
7
Depreciation mgt - need module that allows book/tax depr mgt
We currently use a 3rd party software to manage depreciation. The depreciation included in Sage 100 is WAY too basic and ineffective. Anytime we have to go to a third ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
-
Votes
8
add more user defined fields
Add more user defined fields on the screens as having to go to Custom fields is too cumbersome for users.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
3
combine more than one progress billing record into one 3-7 invoice for ...
We should be able via "in list" to combine more than one progress billing record - both cover cover and detail pages. In list currently only combines the detail page. ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
client po on statement
Clients refer to jobs using their po #'s. We need to have that on the statement.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
9
client po on statement
Clients use their PO's numbers to address invoices due us. Please put the client po on the statements.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
There are at least 3 requests in this string for a pay statement ...
There are at least 3 requests in this list for a pay statement report to be printed as the paystub, please combine these!by: Pam M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
4
Certified Payroll Reports - Archived Company Access
I became apprised today that in order to print my certified payroll reports for a project that spans payroll years I must open the archived payroll year to print prior ...by: Josh H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
4
End of Employment Reporting through Aatrix
The State of IL requires end of employment reporting, similar to the new hire reporting that is already in Aatrix. It would be helpful if this was also available through ...by: Amy N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
20
Create a report to see what inventory was used,
by part, quanity, cost for a given period of time. Answering the question... what is turning over??by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
-
Votes
3
Report layout incorrect when Win7 scaling is set to anything other ...
The Text Data area of reports does not print or view correctly when scaling is set to anything other than 100%. With display resolutions becoming higher, especially in ...by: Mark N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
-
Votes
3
Need to be able to add dispatch information to billed work orders
Work orders are billed daily. Time may be entered after the work order is billed. I need to be able to enter time to the work order after it is invoiced.by: Tracy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
Votes
4
Different field access levels to various users
Need to be able to let some users see a field but can't change it but then other users ie a/p mgr, see and change that field. I don't think there is a rule to let ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
5
Purchase order report by budgeted cost code- for material and sub cost ...
We need to see what purchase orders were written for which cost code so we can decipher between po's. We also need to see this so we can see if our pm's are properly ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Burnoff report for all current jobs
Create a way to document and report burnoff by month for all current contract jobs. Should be able to key in burnoff % or $ by month so we can project revenue and ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
Need to be able to create a time and material billing for 11-2 off of ...
We are having to do too much leg work to create an invoice. We should be able to utilize the actual job costs and have the system create the bill. Its very hard to grow ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
By Category
All Categories- Accounting Reports (121)
- Accounts Payable (489)
- Accounts Receivable (449)
- Equipment Management (41)
- Estimating (117)
- General Ledger (131)
- Inventory (58)
- Other (269)
- Payroll (696)
- Project Management (377)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (170)
- Utilities (93)
