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Votes
5
Takeoffs - exporting to Request for Proposal by job/phase allow the ...
If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...by: Terri m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
10
Equipment Allocation - Void Capability
We need a way to be able to void a posted equipment allocation record from General Ledger so it voids both the Job Cost Record and the Equipment revenue record as well.by: Amber E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
3
set temporary defaults for AP
When entering numerous invoices from the same vendor it would be great to be able to have the system autoselect that vendor for the next entry (like a use last radio ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
8
disallow Duplicate change numbers
Right now the system allows two changes with the exact same number within the same job and there is no way to prevent it. At least a warning might prevent some ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
11
Show Vendor Address in invoice or CC entry
It would be really helpful if the customer's address displayed once it's selected so that you can double check it to the invoice you are holding, or notice missing ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Report 6-1-7 #31 needs to allow cost to exceed budget
Report #31 has more details. It would be nice if this report like #21 could be run to allow the costs to exceed the budget.by: Kristy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Certified Payroll - Have specific state requirements pull into Aatrix ...
On the Aatrix certified payroll reports that are state specific, it would be great if the Employee screen had a certified payroll tab that could pull in some of these ...by: Kristy P. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
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Votes
7
Certified Payroll - State Specific requirements on Job Setup
It would be great if they could build on the new certified tab in the job setup to include state specific requirements, such as the Workers Comp Carrier, Policy #, and ...by: Kristy P. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
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Votes
9
Automatically post deposit amount to the service invoice when work ...
Several of our service clients have expressed a need for this. They take deposits from clients when the generate the work order. Once the work is completed, they post the ...by: Donald C. | over a year ago | Last activity over a year ago | Status changed 7 months ago | Service Receivables
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Votes
2
All text should be bold
I feel that all text should be bold or at least have the choice to change it to bold print. It makes it so much easier to read. The Menu is great because it has bold ...by: Sherry A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
6
Job Numbering
It would be very very very useful if there was a notification when a job entry number is more than the next one available. As I have the next Job # 271 but there are ...by: Audrey M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Please add a feature when reconciling Bank Statements that you can ...
When opening a bank statement there are already items checked off. It would be more efficient to be able to uncheck with a select all button or something similar. Would ...by: Audrey M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
10
The ability to assign a different department to each phase of a job
I think it would be helpful if we could assign departments to a particular phase of a job, instead of only allowing 1 department to be selected in the main job window. ...by: Haili A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
Double Click on a Work Order to open it on Dispatch Board!
When on the dispatch board - being able to just double click on a work order to open it would be AMAZING!! Rather than having to right click and 'Go to work order' - it ...by: Jaden S. | over a year ago | Last activity over a year ago | Status changed 7 months ago | Scheduling
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Votes
4
Tolerance levels per costcode
Home builders would need this. Sage 100 in need of a tolerance setting per cost code so that when we have a supplier with six different cost codes, that we can set a ...by: Linda E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Can we make certain gl accounts not subject to discounts on ap invoice ...
I would like freight not to be discounted and I like putting freight on an invoice entry line so I can control how it is job costed.by: Keith M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
11
Unitary Billing Update Quantity Cutoff
3-9 Unitary Billing, Update Quantities from Daily Field Reports has no cut-off function. This means invoices have to be prepared before any daily reports are entered for ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add Client PO# to 3-2 Invoices when Posted from 3-9 Unitary Billings
Currently, the 3-2 Invoices Client PO will populate from the 3-5 screen during data entry. Please add this functionality (insert actrec.pchord) when 3-2 Invoices are ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Tax on Change Orders
We are a contractor that needs to separate out taxable vs non-taxable items for reporting purposes. Currently tax is included in the total for the materials when ...by: Shawna K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Recurring Payables can not be used with paperless
It would be great if Paperless had the same functionality as Sage 100 when it came to using Recurring Payables. There currently is no link between the two. If Recurring ...by: LORRAINE S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
By Category
All Categories- Accounting Reports (121)
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- Other (269)
- Payroll (697)
- Project Management (377)
- Review and Reporting (148)
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