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Votes
7
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.by: Jon C. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
Bank Reconcilation
It would be nice to have a summary at the end with Total check and payments uncleared, Total Deposits & other credits uncleared. All uncleared transactions. American ...by: Jan B. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounting Reports
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Votes
6
3-6 client equipment is tied to a client location but wont populate in ...
We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls. In 3-6 we utilize the location tab and equipment tab for clients who ...by: Veronica M. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
3
Bank Reconciliation - Suspense Items & Reports
Please create a way to record suspense items in the bank reconciliation area. Enter amounts that do not affect the General Ledger. This is needed when completing the ...by: Loren B. | over a year ago | Last activity 11 months ago | Status changed over a year ago | General Ledger
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Votes
2
Quarter Earnings reports #26-29 should be alpha to match YTD Earnings ...
Since W2s are run alphabetically, and so are De9 forms, we prefer to run all payroll reports alphabetically to make review and verification steps easier. Right now the ...by: Charlene D. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Payroll
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Votes
47
A report for general ledge accounts absed on dates and not Periods
Reports-Accounting-general ledger and choose dates (ex payroll date) to view the payroll liabilities for that paydate and not the whole month (period).by: Brenda H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Payroll
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Votes
14
Show accrued PTO or sick leave on paycheck stub. Washington State new ...
I would like to see the paycheck stub show any accrued PTO and/or sick leave. Washington State has new law in 2018 that states each check must show the balance of ...by: Gail F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Payroll
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Votes
13
A/R misc billing
We need somewhere to bill out items that are neither service or projects. Some examples: We bill out: Rent, administration services to other companies, we have also ...by: Michelle P. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
21
We would like to suggest that "Completed" work orders be able to be ...
We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...by: Jennifer H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
5
Service Invoice Tab
It would be helpful to have more columns we could show in this display window. Some companys have several locations and sometimes when needing to find an old invoice it ...by: Jennifer H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
10
Alerts Manager - Setting different times for each alert
It would be nice to be able to choose a different time to receive the alerts. Right now you can only choose one time to receive all your alerts. I have alerts I need to ...by: Jennifer H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Utilities
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Votes
17
reprint Accounts Payable check
At the moment, the only way to reprint an AP check is to void it and reprint. There should be an easier way to do that without voiding the checks. Entered on behalf ...by: tracy w. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
5
3-5 Jobs A/P Invoices Window - Add Vendor and make it sortable
The added feature to be able to view A/P Invoices from the 3-5 Jobs window and a very useful tool. However it would be really nice if it not only showed the vendor but ...by: Tanya T. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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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 ...by: Devin J. | over a year ago | Last activity 11 months ago | Status changed about a month ago | Service Receivables
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Votes
13
Allow alpha numeric for part numbers
Have the ability to have alpha numeric part numbers, other wise companies with alpha numeric must change their part numbers to numeric and this can create a lot of issues ...by: Don K. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Inventory
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Votes
15
Reprinting T&M invoices
Would be nice as a standard feature if we could reprint T&M invoices. Either separately, or group some into one printed invoice. Rather than having to have a reprint ...by: sue e. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Ability to Create a Template for Work Order Notes Section
When we send service invoices, basically every single notes section is the same with some very minor adjustments. It would be nice to be able to save a template that ...by: Ryan C. | over a year ago | Last activity 11 months ago | Status changed about a month ago | Service Receivables
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Votes
5
When entering payable invoices, have the part default price appear in ...
When creating a part, we enter in the default price and the billing price. While entering payable invoices, when using a part number, the part default cost should ...by: Teri W. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Payable
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Votes
2
Create a way to view Journal Transactions choosing between including ...
There should be an option to view transactions without the voided ones getting in the wayby: Judy F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounting Reports
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Votes
20
Create a report to see what inventory was used,
by part, quanity, cost for a given period of time. Answering the question... what is turning over??by: Shawn E. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Inventory
By Category
All Categories- Accounting Reports (119)
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- Estimating (116)
- General Ledger (126)
- Inventory (56)
- Other (263)
- Payroll (682)
- Project Management (369)
- Review and Reporting (144)
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