• Votes

    5

    Have cash receipt and deposit date seperate.

    When a cash receipts is received it would be good if we could receive it without having to post it has a deposit at the same time. The date received and the date ...
  • Votes

    4

    Please make a report for the scheduling module that rolls up to show ...

    If there was a report that you could run that could roll up to include more than one job, that would show conflicts, and maybe a gnat chart that would be like an ...
  • Votes

    2

    we are requesting Toolwatch to interface with Sage 100 contractor.

    we are requesting Toolwatch to interface with Sage 100 contractor.
  • Votes

    3

    Special Client Part Billing $

    I would like to have a separate tab in 9-2 Parts to have a special billing price tied to a specific client. So if we have agreed to a special prices for that one Client, ...
  • Votes

    4

    Merge Parts with Inventory / Activity

    Would like to merge multiple parts while brining inventory location & cost info into single Part #, Over the years, due to users not using *F4 to search (or providing too ...
  • Votes

    6

    Select certified payroll by phase

    In 3-5 Job you can check box to Require Cert PR. We also use Phase, to distinguish between work onsite or off. Employees may work both onsite and off, so excluding from ...
  • Votes

    3

    Subtotal Hours in Payroll 5-2-2 by Day

    Currently it is subtotaled by Pay Type at bottom of screen. It would also be nice to see subtotal by Day: Hours for Regular & OT.
  • Votes

    6

    Allocate Inventory by assemblies 12-2

    Currently can allocate inventory by part only. Assemblies can allocate if used thru Service Receivables. When requested for a project whether by field personnel or ...
  • Votes

    10

    Certified Payroll Report 5-1-11 should only show open jobs with work ...

    Certified Payroll Report 5-1-11 is now showing all open prevailing wage jobs instead of just jobs with work on the week of the payroll week ending date. (Until two weeks ...
  • Votes

    5

    Time-off/Calendar notes

    Notes should be more characters. The notes are also glitchey. Would also like to see the notes appear on the dispatch board under the appointment. Very difficult & ...
  • Votes

    1

    1-7 ledger account drop down needs commas

    When I open the drop down to view ledger accounts, there are no commas. Makes it difficult/unfriendly when looking at checking account balances.
  • Votes

    1

    v21 1-5 Bank Rec not saving

    I save the final pdf (which is does save), but the bank rec screen does not clear out after save. Looks like it is still active on the page.
  • Votes

    1

    11-3 Calendar drop down

    Opening the calendar drop down in 11-3, I try to move to a different month and the after 1 or 2 clicks it reloads. Would be helpful to move many months at a time without ...
  • Votes

    2

    4-1-1-61 1099 Vendor Type Field 'In List' does not work

    I'm trying to sort this report. In the 1099 type field I select 'In List' and I'm unable to open the list with F5. This feature should be fixed or is there a work ...
  • Votes

    1

    11-3 scheduling from the dispatch board, not pulling default Priority ...

    PROGRAM PROBLEM 11-2 - I have set my default priority on the dispatch tab. If I'm on the dispatch board and highlight a time frame and create a new work order the ...
  • Votes

    5

    5-1-9 Ytd/Qtd Earnings - selection for do not show 0 earnings

    It would be great it the reports did not include zero earnings.
  • Votes

    6

    Sensitive Vendors - Not Viewable

    I have a few vendors 401k, healthcare, 401k matching etc. that only administrators should have access to. There should be a toggle/classification for 'sensitive' vendors ...
  • Votes

    2

    5-1-4-63 - Reports give Fatal Error and Shuts Down Sage

    5-1-4-63 - Reports give Fatal Error and Shuts Down Sage
  • Votes

    4

    Service contract attachments

    It would be great to be able to attach my hard copy contract into the service contract area. That way the contract is readily accessible to anyone who needs it.
  • Votes

    7

    Tax District Page

    It would be great if there was a note or field we could fill in...Sales Tax Updated: (date)