-
Votes
1
Purchase Order Tax District not coming over when you export to a ...
When you export to a Purchase order from the 9-5 TakeOff Screen, the tax district of the vendor is not being filled in based on the default for that vendor. It causes us ...by: Greg C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
5
Set to Pay Report (With Scanned Invoice Attachments)
Before paying vendors I normally use the "Print Set to Pay Report" so I can email the report to the three owners of the company before I send out the checks. If ...by: Kenley M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
3
5-2-2 entering employee number does not populate employee information
Entering the employee number in the 5-2-2 window usually populates the employee name associated with the number. Periodically, this does not work. Only the number is ...by: leigh l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
8
5-5-1 create timecards alpha option
Could you add an option to 'create timecards' alpha by last name instead of by employee number? It would then be easier to locate an employee's Payroll Record (5-2-2) ...by: leigh l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
2
NYS Paid Sick Leave
NYS new sick leave law does not cap the amount of sick leave that can be accrued. Please refer to the first paragraph under "Employee Rights & Protections" on their FAQ ...by: leigh l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
4
Fix the "Zero" (None) bid item
The "Zero" (None) bid item should be fixed, so the associated costs can be allocated to the base bid items on a percentage basis in the exported proposal. When costs ...by: Peter I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
Votes
5
Change Order 6-4-1 Enhancement Request
It would be very beneficial to be able to enter "Assemblies" in the change order screen 6-4-1. Currently we have to use the takeoff to enter change orders that include ...by: Christy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
In 9-2 add a default field for "account".
We would like to add a default field in the Part 9-2 for entering the GL account. The field should be "account". So this way the account would pre-fill when doing a ...by: Armando D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
Votes
11
Standard PO should tie to Master PO
When quantity changes are made on the Standard PO the changes need to automatically change the Master PO. The current system doesn't reflect changes to the Master PO when ...by: Armando D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
19
Please make gant charts exportable to MS excel. Several clients use MS ...
Gant chart does not export to MS excel. Please make it export so clients can use the schedule in MS excelby: Matt D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
-
Votes
6
Global printing preferences
It would be great if you could set global preferences per printer, so that you do not have to change from "High" on each report. For Example - I have several reports ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
-
Votes
4
Warning message when computing job cost but billing set-up is not ...
There used to be a warning message that would pop up during "Compute T&M Invoices" if there were job costs, but not T&M Billing Setup. This seems to have gone away in ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Ability to enter a discount rate on the Subcontract Screen.
This would allow for different discount terms for the same vendor. We generally have the same discount rate for a vendor, but from time to time we are able to negotiate ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
9
Update Company Budget with previous year numbers with Button
The ability to push a button and load the previous year's Company Budget numbers, would be great! Then you could make small edits as needed without having to key ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
-
Votes
2
report on hire history
We would like to run a report on the Hire History information, but I don't see that in a table look-up.by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
2
Posting AP Checks in Number range
Currently when posting AP Checks, you can print through a certain check number. It would be great to print through a check number range. I have had several things ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
5
Add Subcontract Balance to 3-5 Subcontract Lookup
Adding a column for the Remaining Subcontract Balance would be a great addition to the 3-5 Jobs Subcontract screen. This would help give a quick reference audit for the ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
6
Employee 2nd email
We need a 2nd Email option on the Employee Screen. We use their work email address once they are hired, for reports. However, if someone leaves, we have to change it. ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
3
Allow blank lines on recurring payables
It would be great to allow for blank lines on recurring payables. That way subaccounts that are only occasionally used be listed with the full group.by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
18
schedule pay increase
It would be great if we could schedule a pay increase for an employee. Often we have a conversation about a pay rate change, then have to remember to put that ...by: Heather T. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (124)
- Accounts Payable (506)
- Accounts Receivable (462)
- Equipment Management (43)
- Estimating (119)
- General Ledger (134)
- Inventory (58)
- Other (276)
- Payroll (721)
- Project Management (393)
- Review and Reporting (149)
- Scheduling (49)
- Service Receivables (180)
- Utilities (96)
