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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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Votes
3
Employee Numbers in the Users Table/Field Default to # of Employee ...
A useful feature would be to associate an employee number with a database user ID. From there, when pressing the F7 key to modify a field that references the employee ...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
6
Create Holdback Billing for All Phases Simultaneously
It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Include Journal Transaction Descriptions in 1-5 Bank Reconciliation
Ideally, if the grid could be customized in the 1-5 Bank Reconciliation screen, that would be great. At the very least, it would be good to be able to view both the Payee ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
13
Mandatory Fields Based on Job Status
Project managers are often left responsible to enter job details, but the administrative staff are the ones who need them. It wastes a lot of time when the information ...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
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 about 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
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
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
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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