• Votes

    6

    print preview not posting to GL

    When you use print preview and print from the preview window it doesn't give you the option to post to GL. This shouldn't have any affect on being able to post to the GL
  • Votes

    9

    Printing an invoice vs Work Order

    I cannot believe that this wasn't an option from day one, but there has to be a way that work orders default to printing as a work order and invoices default to printing ...
  • Votes

    1

    Change it so I can set different required fields for work orders than ...

    I would make much more sense to seperate the work order/quote/invoice processes so things like required fields could be different for the 3
  • Votes

    9

    Too many 0's on invoice...

    The Qty, and Price fields on invoices have too many zeros, it should only show the actual number like 14.5 not 14.500000 or 45 not 45.000000
  • Votes

    7

    auto vacation payout

    We need an option to automatically payout certain employees vacation pay instead of accruing it. Temporary employees usually don't bank vacation pay
  • Votes

    3

    Stop the beeping

    We need an option to disable the beeping when you scroll to far in the menu's
  • Votes

    1

    Inventory report 12-1-2-43 Lifo/FIFO Value Report by Part. ...

    Inventory report 12-1-2-43 Lifo/FIFO Value Report by Part. have the ability to have a primary sort criteria by Location. Our compnay maintains several warehouse ...
  • Votes

    8

    report writing needs to be more flexible

    For Example... Need to be able to put in a footer that only prints on the last page.
  • Votes

    7

    accounts receivable should relieve inventory

    In 3-2 Receivable Invoices there should be a "Source" after the "Part" in the grid in order for the inventory to be adjusted accordingly.
  • Votes

    1

    Finances charges per client should apply to all their jobs & print on ...

    We should be able to specify the finance rate per customer & have it apply to all of that customer's jobs instead of having to specify for each job/contract. It seems ...
  • Votes

    1

    REversing hours in timecard should affect wages

    When correcting payroll, using reversed hours in the timecard, it should decreases wages for the locale used on that line along with any taxes that were deducted.
  • Votes

    7

    Paygroups

    Be able to create paygroups that include both alpha and numeric characters. Using all numbers gets confusing. Would like be able to abbreviate counties.
  • Votes

    3

    Takeoff "recap" by phases

    Be able to summarize phases in more breakouts. We utilize multiple phases in all jobs and in the 9-5 takeoff "recap" tab, the only summary is by phase. There should be ...
  • Votes

    3

    Make navigation in takeoffs easier

    Need scroll arrows for phases & bid items to scroll sequentially instead of having to click down on the arrow and then clicking the phase or bid items.
  • Votes

    3

    Keep proposal exporting from overwriting the "notes" field

    Be able to export proposals in different phases without overwriting other phases. Since we deal in multiple phases, I get tired of having to cut and paste to keep from ...
  • Votes

    6

    Exporting Subcontracts - better control

    When exporting subcontracts from a takeoff, allow us better control over what we're exporting, like an option to select by phase or a "deselect all" button.
  • Votes

    12

    More vendor information in vendor screen

    In the 4-4 vendor screen there needs to be different address fields (physical and/or mailing address), and website address - need to sync to Outlook.
  • Votes

    7

    Allow vendor screen (4-4) to be put on hotlist

    Allow us to put a vendor (4-4) on the hotlist. This allows us to make sure we get insurance, master contracts, w-9 or any other items we need from the vendor we can't ...
  • Votes

    3

    Contact Manager - need better controls

    Contact manager is cumbersome. When I want to sync a new vendor or client, I need to scroll down to the very bottom each time to add them. We have thousands of contacts. ...
  • Votes

    6

    Better Reporting Functionality

    It was my great hope that this program would allow us to easily run reports that showed the data that I worked so hard to input. To an extent it does in the current data ...