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Votes
6
In 6-1-8 Allow Bonding Report to be run by Period “between”.
Our bonding company wants a list of all jobs completed since the last bonding report we sent them. I need to run the report by Period “between”, which is not an option. ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Include Phase Number in 'Invoices' and 'Payments' on the 3-5 Jobs ...
This way you know what invoices belong to each phase if you look at them via the job menu.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Track Wage Garnishments Through a New Year
All of our wage garnishments got reset after we closed the payroll year so our first payroll checks had garnishments taken out that shouldn't have been withheld. ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
23
Rename reports
Allow user to rename reports to reflect business terminologyby: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Write a joint check to Major Supplier and Small Diverse Business
Please set up the ability to write a joint check to include a Major Supplier along with a Small Diverse Business that does not have its own PO or ability to hold an ...by: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
7
Add a driver's license expiration date field
As a protection to the company, and to make sure that all of our drivers are driving with a current license, it would help to have a driver's license expiration date ...by: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Add Small Diverse Business Reporting field to Project setup page
Since state jobs specify Small Diverse Business minimum participation levels, it would be helpful to include a field to monitor that in the project setup screen. Then the ...by: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Report to reflect employees and supplemental unemployment benefit ...
We pay the employees' fringe amounts to a third-party administrator. Weekly, monthly, and quarterly reports are required to submit with the monthly check paid to the ...by: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
19
Support center should be available by at least 8 a.m. EST., if not ...
Most of the issues regarding login, daily business happen when we get to work. Waiting until 9 a.m. EST cuts out a big chunk of our morning as we just sit and wait for ...by: Holly V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Create a way to delete multiple 1300 & 2600 sub-accounts, or have them ...
Our firm closes 300-400 jobs a year. But the subaccounts for 1300 & 2600 that are automatically created when a new job is added don’t get removed at year end when a ...by: Josh K. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
1
Automatically delete 1300 and 2600 sub accounts at year end when the ...
When closed jobs are deleted at year end, the associated subaccounts created for the job, 1300 & 2600 are not deleted. This creates a situation where hundreds of old ...by: Josh K. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
3
Add New Item Type to Bid Items
When creating a takeoff, we oftentimes have line items that are crossed off but will be added back in again at a later time. Instead of deleting the grid and having to ...by: Diane K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
11
Retentions from Accounts Receivable and Accounts Payable need to be ...
Users of financial statements need to see retentions withheld from Receivables and Payables to provide clarity. The software already accounts for retentions; the balance ...by: Geza P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
3
Select invoices to be paid
I would like to see another field shown on this display - which would be an associated Purchase Order. We issue Purchase orders for Contract Jobs - when using progress ...by: Robin M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Custom fields do not copy over when copying/pasting a record
At least in the 9-2 Parts menu, custom fields are not saving when copying/pasting records.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
18
Import Change Order Description to Progress Billing Once Approved
When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Need ability to break out a change order when importing into 3-7
Sometimes, we have very large change orders approved and when we import them into 3-7, they are imported as a lump sum when our client awards the change order by phase or ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Expand the 3-7 Jobs Contract Amount Field Into a Table
Sometimes we get multiple contracts per job that we have to keep track of manually. The amounts are summed and put into the Contract Amount field in 3-7 Jobs but it would ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Direct Deposit Electronic Check Copy Missing Company Information
We use the direct deposit method for payroll however, the electronic check copy does not include any of the company information. Our employees can not use these copies ...by: Gina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (124)
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- Other (276)
- Payroll (721)
- Project Management (393)
- Review and Reporting (149)
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