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Votes
3
Want Warning in Paperless When A Cost Code Is Over Budget
Currently, the only warning option in Manage AP Flow is to warn when the job as a whole is overbudget. I'd like to have the option to get a warning (as a processor and ...by: Tyson T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
PLEASE add an up/down arrow to 9-5 takeoffs for the bid items. It will ...
It takes a long time to down click and find your assembly. If you add an arrow to tab up or down for the bid items would make things fast. I made this suggestion about 8 ...by: John M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Warning: The following vendors may be missing certificates for these ...
We need clarity on what this warning means. What is this supposed to be telling us. What triggers this specific warning. I feel that we are either missing a ...by: April W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Make Minority Type Field Fully Customizable
Please make the Minority Type in 4-4 Vendors customizable like the Tax District field is. We do a lot of HUD projects that have multiple minority categories.by: April W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Create a button to refresh and recalculate a subcontract when the ...
Too many times there has been a glitch and an invoice amount is not deleted on the subcontract when the invoice itself is deleted. It stays on the subcontract and shows ...by: April W. | about a year ago | Last activity about a year ago | Status changed about a year ago | Project Management
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Votes
5
Job Status should be able to change on Multiple Jobs simultaneously.
Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually. Especially for ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Allow Sub-job#'s under the original job#
Customers require a seperate bid for a Job but request it not be a change order. would be great if this could be monitered under the original job#. For instance as a Sub ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Change order sequential numbering with Revisions
Change orders should have some sort of auto revision#. Problem now is that although we can edit the number to include for instance R#1. the sequential order number stops ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
9
Ability to Save Grid View in AR 3-2 & AP 4-2 invoices
I want to be able to add or hide columns from the grid(s) in AP and AR invoices and to save that view as my default so it appears that way whenever I open up 4-2 or 3-2. ...by: Jeff C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Accruing sick time
Is there a way to adjust the sick accrual rate so the system will only accrue sick time when a worker has worked more than 35 hours per week instead of accruing on every ...by: John C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
6
Access the Takeoff screen through the Job Screen module.
I would like to suggest making a hot button key to link the job screen to the takeoff screen. I know that you can access the job screen through the takeoff screen, but ...by: Rochelle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Be able to select if certain customers receive statements
It would be nice to be able to select if we wanted a customer to not receive statements. That way we would not have to look through all statements to pull out any ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Inventory on Edited Service Orders
When you edit a service order, the system will post the edited transaction before it will post the voided transaction. This is an issue as it will take the parts out or ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Option to Not Print Credit Statements
There is an option on A/R statements to "Skip Statements with No Due $", but that does not work for statements that have a credit balance.There are time we do not need to ...by: Kasie 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
Show quantity on Hand in Inventory Location Grid for Work ...
When invoicing you will get a error if there is not enough inventory on hand for the part entered from a particular location. If the quantity on hand was an option to ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...by: Kasie 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
Package Quantity Rounding Issue
The takeoff is rounding the package quantities in a manner that is not logical. For example, say you have a package qty of 10 on a particular part. Lets also say that ...by: Bryan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
9
SALES TAX issues can have legal ramifications
Purchase Orders do not have the ability to tax some items and not others OR to have the tax follow the cost codes for multiple items. Your ENTIRE payables Sales tax ...by: Nancy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
In 6-8-1, Cost to Complete, add a column that totals the Cost to Date ...
We're using Cost to Complete, but our PM's would find it more useful to see the total costs to date in a column on the field. This would show a snapshot of this ...by: Chris H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Payroll should not issue reports if the the step of posting to the GL ...
We mistakenly skipped the Post to GL step in Payroll. We were however able to create our federal tax, state tax and check registers. There should be some kind of failsafe ...by: Jackie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
By Category
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