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Votes
3
Relocate the Jobs menu to the Project Management menu
Jobs are not really accounts receivable. We bill for a job, but the customer is the receivable. When setting up security, it makes way more sense for the 3-5 menu to be ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
State Disability and SUI Wages by QTD YTD for
The 5-1-9-43 Report is terrific for verifying SSI & Medicare Wages for W2s, and helping identify variances by quarter if someone changes a payroll record AFTER they filed ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
12
Direct Deposit check numbers with letters
We would like to be able to use letters in our DD payroll checks. Please add that ability in the DD file manager so it allows us to (just like the new ACH payment ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
10
hot list on closed progress billing
We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.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
9
lookup window should default to current status
When using any lookup window that the sort choices are statuses of current vs anything else, customers would prefer it default to the current choice instead of ALL. IE: ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
22
Vendor expired insurance warnings need to include the description
When the vendor insurance is expired the warnings that pop up do not include the job (new feature) or the actual insurance description. Please make the warnings include ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
Have an all dept income statement for the month. Ie - dept 1, dept 2, ...
One report and not have to run 4 separate times.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
7
Tracking vendor compliance
Need a more thorough easier way to track certificate of insurance compliance and expiration. Subcontract agreements and other compliance documents for vendors? - The ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
8
Retention release - age differently from other due dates of other open ...
The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed 8 months ago | Service Receivables
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Votes
6
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
equipment income statement
We need Equipment Income Statements. We need an easy way to analyze the Revenue, Costs, Net and Hours projection vs actual of each piece of equipment.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
7
Job labor hours Actual/Budget~ with uncomputed payroll - in summary
We need these to be in summary by cost cost as its too much data for the operations team to see when every payroll record is shown in the detail.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Add nickname field
Add Nickname field in 5-2-1 so we can address employees properlyby: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
committed cost report - allow to choose by cost types - strip out ...
I need to compare by cost code for non-labor cost types - Budget vs Cost to Date vs Purchase Order = Remaining. We do not write po's for labor so to assist in project ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
Daily Payroll "Certified" field is not pulling from employee screen ...
Shouldn't the certified field in the 5-5-1 screen default to the employee certified payroll indicator in 5-2-1 when the "Requires certified" 3-5 job field is unchecked ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
5
More alerts! New vendor created.
Alert when a new vendor is created.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
More emailed alerts! New Client is created
Be able to set up alert to email a particular user when a new client is created.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
rename attachments
Often attachments are dragged (sometimes from email) into Sage and how its named needs to be cleaned up. There isn't an easy way while in Sage to do that.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
2
Job purchase order allows non-job gl account to be saved in the grid
In the 6-6-1 screen, the system allows a job to be entered in the top section but then doesn't require the appropriate job GL account in the grid. When we go to enter the ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
By Category
All Categories- Accounting Reports (121)
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- Other (269)
- Payroll (697)
- Project Management (377)
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