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Votes
2
Be able to adjust Notes column in combined budget lookup
When looking up a job & then looking at the Budget, I cannot read what is in the Notes column. I also cannot adjust it after hiding columns that I don't use, the other ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
Network backups
Really need a way to backup to a network location. Having to manage backups because the C drive fills up (or whatever local drive you backup to) is silly when I have a ...by: Bryan P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
21
Workers comp report - eliminate blank lines while exporting into Excel
Worker's Comp Report: When exporting into Excel, the report creates a blank line between each record which makes it cumbersome when creating pivot tables, as I would have ...by: kalvir d. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
When setting up new Customers in 3-6 any notes saved should transfer ...
The information on the details of the Customer should be in the Yellow note when setting them up and should transfer to the call in 11-2 when opening a call for that ...by: Kim G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
2
t&m billing taxable type
Tax districts on T&M invoices are not working well. I need to have subcontractor's not taxed - BUT the overhead/profit associated with these costs as taxable. Currently ...by: theresa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
View the remittance for a check already written.
We should be able to view the remittance for a check that was cut without having to export to excel if for some reason a vendor did not receive the remittance portion of ...by: Helen R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
16
Auto-Attach all emails sent from Sage to the job/section
Automatically attach any email (generated at each print menu) that is sent through Sage to the appropriate attachment section. For example, if I directly email a PO out ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
6
We need a way to track PO changes
We need a way to track PO changes. You can track subcontract changes by entering change orders into 6-4-1, this way when you pull up the subcontract those changes entered ...by: Melissa A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Provide Folder Level View for the Attachments Windows
Let us create logical folders under each attachment window. We should still be able to rename files, but attachments opening up in a list is useless if you have more ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Allow 9-5 Estimating Screen to specify a Margin per line item
Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Multiple Paygroups in One Pay Period
How can I have multiple paygroups in one pay period? In 5-2-2 an employee can work at several different jobs (paygroups) in one day. I can assign job costs, but have to ...by: Maureen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
1
Alert for over job contract price
When typing in invoices to be sent out, have an alert if it exceeds what the job contract amount isby: kyle b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Increase price limit of a part
We need to enter parts with a cost and billing amount exceeding $99,999.99 but anything greater than this creates an error of "Invalid numeric entry." This should not be ...by: Matt J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
On report 6-7-4-21 Please move "Refresh" below "Print" on File tab, as ...
We upgraded and the "Print" option was always the first option listed from File on report 6-7-4-21, and now we constantly choose "refresh" since it was placed ahead of ...by: Rachael G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
5
When using the description field drop down box, when you start typing ...
Right now it takes a lot of time to select Vendor names and to add to the required Description field. If when you start typing the system could give you several of your ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
My fiscal year does not end on 12/31 I do not want to archive my ...
My fiscal year does not end on 12/31 but I am forced to archive my payroll on 12/31. I am never ready to run my W2's on 12/31 and if I need information relating to a job ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
9
Aatrix does not calculate everything on the quarterly reports.
When running the quarterly payroll withholding reports Aatrix does not keep track of the payments made during the course of the quarter. You have to manually keep track ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
12
Hide dispatch board columns/Multiple boards
Would like to be able to only see technicians on dispatch board for certain groups such as only residential or only commercial. When a customer calls in the ...by: Danielle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
9
add a pop up when we enter a customer to schedule service to allow us ...
we would like to be able to add a pop up when we enter a customer to schedule service specifically to let our dispatchers know if we have an issue with servicing this ...by: Kenneth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
1
Each module offers codes for classifying transactions that differ by ...
Each module offers codes for classifying transactions that differ by application. The result is that accurate Department and Line-of-business reports cannot now be ...by: tracy w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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