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Votes
1
3-1-3 AR Agings should allow users to select more than 1 job
In the Job drop down menu, you can only select multiple jobs with the "In-List" option. It would be beneficial if all options (particularly the "Not equal" option) ...by: Adam C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Certified Payroll reports 5-1-6-21 and 5-1-6-26 need to be ...
It is difficult to find a specific person when looking on the certified reports. It would be easier if the employees printed alphabetically. Also, it would be great to ...by: Cheryl K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Need 5-3-1 Calculation Method - % Gross + Paygroup deduction (Employer ...
Need a calculation that calculates a % of Gross wages + pay group benefit deductions. The current calculation takes all benefits subject to Medicare, but the benefits we ...by: Sean S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
ONE step warranty service invoice that pulls inventory and increases ...
Would like to have a status of warranty that would pull parts from inventory and also post to a designated GL and Job.by: Sonja W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Purchase Order Status - add the option 7 labeled "Credit Pending" or ...
It would be easier to check returns if there was an option on PO Status options that stated Credit or Credit Pending or Returnby: Sonja W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
13
Job Cost & Billing Detail Report
I would love to see a Job Cost & Billing Detail Report - everything on one report regardless of budget, etc. We have some jobs that are billed as 1 & others that are ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Work Order Scheduled Field-Add ability to RENAME
When using the F7 key in the Scheduled Field in a work order, you are not allowed to rename that field. Why not?by: Leslie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Entering Freight Charges Before Saving
It would be very helpful and less inconvenient to be able to enter freight charges on the invoice before saving. Right now you have to save the invoice and then go back ...by: Crystal G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Please add overbillings of jobs to the dashboard
It would be good to see what jobs are overbilled on the dashboard as well as the underbilled.by: Debora B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Exporting to word is an RTF document. Could we get it exported as a ...
When exporting takeoffs to word, it is very difficult and buggy to make any changes to how it looks. It would be helpful to have it exported in a word format, just the ...by: Debora 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
2
Notes in employees
Add reference lines that can be changed for different items so you can run reportsby: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
8
3-5 contract amount
There should be another place where the original contract amount and the PO's that have been approved show up on the 3-5 screen without having to go into the change order ...by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-5 Job Status
There should be a button on the bottom of the 3-5 screen [like change orders and payments] so you don't have to exit the 3-5 for the job status information you can get in ...by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-6 Job list sort columns
When you look up a job from the 3-6 screen, it should allow you to add columns so you see the customers job number to make sure you are pulling up the right job.by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Recenter incorrect word in window when performing spell check.
During the spell check the incorrect word should be displayed in the window. The first incorrect word is displayed in the window, then next incorrect word is not. I know ...by: Jeff W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
pre-defined calculated field named CP^pagnum does not print "Page # of ...
I want my reports to show "Page 1 of x, Page 2 of x", the current CP^pagnum only shows "Page x of x" on the last page of the report only. Is there a way to fix the ...by: Jeff W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
3
Sales Tax Credit option needed for already created invoices that will ...
Currently, if a sales tax credit is applied to a customer invoice, it appears that the job was not fully billed as it does not recognize that the amount credited was tax. ...by: Stacey R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Taxable/nontaxable line items in a change order to be brought into ...
Allow 1 change order to contain taxable and nontaxable lines to be brought into a progress bill. i.e. change order contains $500 of taxable sales, $100 of nontaxable, ...by: Ashley W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
From the account cell from the 4-2 invoice allow tab key to move to ...
From the account cell from the 4-2 invoice allow tab key to move to discount field in invoice footer It would save a lot of time entering payable invoices with discountsby: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
In 5-1-6-21 Certified Payroll Reports - the "Add Ons" is union ...
In 5-1-6-21 Certified Payroll Reports - the "Add Ons" is union vacation and "Other" includes union vacation and wage garnishments/employee loans. The wage ...by: Jennifer H. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (121)
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- Equipment Management (41)
- Estimating (117)
- General Ledger (131)
- Inventory (58)
- Other (269)
- Payroll (697)
- Project Management (377)
- Review and Reporting (148)
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