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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 over 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 over 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 over a year 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
11-2 Work Orders/Invoices: Change Option to Remove Paid/Void/Completed ...
Currently, if users want to remove only Voided records, they are not able to do so. They must remove all three status types Paid, Void, and Completed. Please allow for ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Sales Tax Calculation
Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing- Importing the Budget-- The line items are 'Grouped' ...
Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...by: Cindy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Job Costs Report Merging
I need to be able to pull data from jobs that have more than one facet, or are related to each other. For instance, Job# 123 was an addition, and Job# 456 had roof ...by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
11
Printing on the memo line on checks
There seems to be no way to print the memo line on checks. This feature would be quite helpful especially when dealing with tax payments or vendors that apply payments to ...by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
12
View 2 Take-Offs simultaneously
We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
cost to complete filter by period and/or date
It would be great if we could filter report 6-8-1 by period and/or dateby: Mica 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
Alerts Manager -Send Alerts to multiple Dashboards (7-6)
Currently Alerts/Reports are limited to only one other employees dashboard, yet multiple emails can be attached. To alleviate email reports every morning, it would be ...by: Lisa B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
21
More SQL functions/arguments in Reports
As someone who has become decently proficient with report creation, something that could add a lot of functionality is some more SQL statements, such as: - SELECT MAX - ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
9
Allocate A/P invoice lines and Inventory Allocation lines to ...
Currently, all job costs are created from the "job costs window". Unfortunately, the descriptions on the A/P invoice lines and inventory allocation lines have to be ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
6
Add a Material Substitutions Table
Many times when estimating, there are not specifications for ALL products. It is often left up to the general contractor/subcontractor to determine the product that will ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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