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Votes
32
Add shipping address to 3-5 Jobs (Accounts Receivable)
Because each job that we complete for our clients has a different site address (aka shipping address) it would help us a great deal if there were fields created for the ...by: Pamela H. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
13
Jobs-Project Address versus Billing Address
We need to have a separate tab for billing address!! We have over 200 projects whose address is different than our "remit to" address. I don't understand how this is ...by: Beth A. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
52
When emailing an account receivable invoice, it would be great to have ...
This feature would save time by not having to search & input an email address, as well as help to avoid the potential of selecting a wrong email addressby: Rik M. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Apply a credit invoice to open invoice
Be able to apply a credit invoice to open invoice without going to cash receiptsby: Don K. | 24 days ago | Last activity 6 days ago | Status changed 24 days ago | Accounts Receivable
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Votes
2
Contract Summary report
Is there a report to run the Contract summary that shows if there is a balance owing left to bill to the client? If not this would be helpful. It would be nice as a ...by: Shanda M. | 23 days ago | Last activity 8 days ago | Status changed 23 days ago | Accounts Receivable
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Votes
17
When a vendor or customer has been marked inactive, they should not ...
I am finding that even though a vendor is marked inactive, they are still showing up on insurance reports. The point of marking them inactive was to make the list ...by: Susan J. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Accounts Payable
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Votes
1
Add original budget and change order column to Cost to Complete
Add original budget and change order column to Cost to Completeby: Mike E. | 7 days ago | Last activity 7 days ago | Status changed 7 days ago | Project Management
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Votes
114
The ability to build a report with data from more than one table in ...
Would like the ability to build a report in Report Writer to pull data from more than one table. For instance, I would like to build a project report pulling costs, ...by: Shana P. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Review and Reporting
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Votes
114
License Administration
I think that the Supervisor should be able to log-off users from the License Administration program. It is a PITA when you need folks off for update or rebuild and you ...by: Tom O. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Utilities
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Votes
1
Add payment dates/amounts to the subcontract audit report
When we are auditing a subcontract, we need to be able to see the check numbers, dates and amounts for payments that have already been made to the vendor for that ...by: Susan B. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Project Management
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Votes
1
Two Party checks in accounts payable
Currently, only the original vendor is on the "Pay to the Order of Line". The secondary payee shows up only in the address. We have been running into problems with the ...by: Susan B. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Accounts Payable
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Votes
1
Issue a warning in accounts payable when the cost type does not match ...
For example, when entering an accounts payable invoice you enter the general ledger account 4100=General Ledger materials acct and on the second page, you enter cost type ...by: Susan B. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Accounts Payable
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Votes
69
General Ledger Check Register
There should be a working Check Register.by: Lisa S. | over a year ago | Last activity 8 days ago | Status changed over a year ago | General Ledger
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Votes
57
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 8 days ago | Status changed over a year ago | General Ledger
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Votes
58
Complete overhaul of report writer
I have worked in 10 different accounting software programs and this is by far the most difficult and unfriendly report writer. Please look at completely changing the ...by: Andy B. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounting Reports
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Votes
17
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne M. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
20
Add a field for Permit Number in Jobs 3-5
When calling for Inspections, we always need the permit number. A spot for this in 3-5 would be ideal!by: Karen F. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
20
Additional Address Lines
Many times customers have more than the traditional 4 line addresses. Many companies now have Mail Stops. We are having to write these in on invoices otherwise they ...by: Jessica R. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
20
Creating a separate general ledger account for retention receiveables
I would like to show the split on the balance sheet of AR receivables and Retention receivables Also to be able to run one invoice once you release retention in AR to be ...by: Lara P. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
23
11-2 and 3-2 Email Invoice Save Default Message
Can you please allow user to save the email message in 3-2 and 11-2? Having to retype the same message every time I email an A/R or Service Invoice is tedious.by: Tara R. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
By Category
All Categories- Accounting Reports (124)
- Accounts Payable (510)
- Accounts Receivable (470)
- Equipment Management (44)
- Estimating (119)
- General Ledger (134)
- Inventory (58)
- Other (276)
- Payroll (724)
- Project Management (395)
- Review and Reporting (149)
- Scheduling (50)
- Service Receivables (180)
- Utilities (96)
