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Votes
9
Project Dashboard Improvements
We would like to see a more comprehensive Project Dashboard so we don't have to run separate reports to see a summary of important parts of a single project. For example ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
6-11-4 link on the 3-5-Job Screen
There should be a link at the bottom of the 3-5 Job Screen for Submittals. The link should show a list of Submittals including a date, a description and the current ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Allow more than 13 criteria fields for Queries
I would like to add more than 13 custom fields for an Accounts Receivables Custom Fields QUERY. I am limited to 13 -- however, I could use many many more. Please allow ...by: Steven K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-5 Jobs (Accounts Receivable) Project Date data is saved as a string ...
We are attempting to build an alert or report that depends on a date field in the 3-5 screen. The table is Actrec. The screen is 3-5 on the Project Dates & Sales ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
When an Idea is Implemented - please notify where we can find it!
Currently when an idea is submitted and finally implemented ... there is no way to know where to find the new capability. Please add this information to the Suggestion ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
10
Income Statements - Add "Show Acct Numbers" check box!!
Every year during tax time our accountant requests Income Statements, including account numbers. Such an easy thing, can't understand why this is not offered. It is ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
8
Allow reprinting of Lien Waivers
Many, many times, our subcontractors misplace, lose or forget to return lien waivers. So, we need to send them another to be signed .... unable to do that without ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
14
In the receivable client window, create a flag in the top right tool ...
In the receivable client window, create a flag in the top right tool bar with the ability to click/highlight the flag for the purpose of flagging a client who fails to ...by: Michelle L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Warn if billing is higher than Contract (+change orders)
There should be a warning that alerts the user if the progress billing is higher than the contract (plus any change orders) to avoid either overbilling or not entering a ...by: Liz T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Dispatch board - turn off Sat & Sun so they do not display if not ...
We do not generally work on Saturday & Sunday. I have those days turned off on the calendar options, but they still show up on the dispatch board taking up unnecessary ...by: Sheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
22
Make drill down reports able to be sorted by Date, and exportable to ...
Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...by: Shannon C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
1
Suggest : Alerts - should have a toggle switch on / off. new version ...
It is very annoying and slows down processing accounts payable and entering payroll. The alert comes on each time a Job number is entered where it is "Complete" meaning ...by: Valerie L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Create a change order from 6-5 Job screen
Create a change order from 6-5 Job screenby: Raina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
On current GL ledger account, want to be able to add ...
On GL ledger account, we would like to be able to add subaccount/department without having to set up a new GL account # because there has already been activity posted to ...by: Jan F. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
9
Allow multiple phases on the same Receivable invoice
Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 ...by: Jan F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
I need the description field on trnasmittal grid expanded to 75 ...
often times the field is too small and we cannot abbreviate the description of documents or products on the transmittal line. We have already used the userdef field for ...by: Ed N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
"client outstanding balance of $X.XX" showing in service receivables
Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Wage Rate box in 3-10-1 changes anytime wage rate changes are made in ...
The Wage Rate box in 3-10-1 T&M Billing setup changes anytime you make a change in 3-10-5 T&M Wage Rates. If you create a brand new wage rate in 3-10-5, it will populate ...by: Caitlin K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Print attached a/p invoices when printing time & materials invoices
Print a/p invoices that have been scanned and attached, in the order they are listed in the time & materials invoice.by: Caitlin K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Populate only current employees when typing last name in 5-2-2
Employees with a status of terminated or quit will still pull into 5-2-2 payroll records when entering employees by typing last name. Because I have a terminated and ...by: Caitlin K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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 (697)
- Project Management (377)
- Review and Reporting (148)
- Scheduling (48)
- Service Receivables (170)
- Utilities (93)
