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Votes
4
Service contract attachments
It would be great to be able to attach my hard copy contract into the service contract area. That way the contract is readily accessible to anyone who needs it.by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Tax District Page
It would be great if there was a note or field we could fill in...Sales Tax Updated: (date)by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
6
3-4 Editable Statements
I understand we want the data in the statements to stay intact, however, when we use the combined statement I do not want the description from the 11-2 work order to ...by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Job profitabilaty by date/period range
Take report 6-1-4-71 and allow me to identify the date/period range. Also create this report with more than one job on the page ex. Over/under report. Best to add a ...by: john s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
For archiving, it would be nice to specify a date range for ...
Overhead expenses stay in the vendor record forever. I don't see any way to archive those costs to consolidate what is seen on the "paid invoices" tab.by: Beverly M. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
5
Subcontract reports seem to be incomplete where you want to see the ...
The grid for the Subcontract detail in the vendor record shows almost everything a report should contain. But if you try to print the grid, the change order values are ...by: Beverly M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
3-5 AR Jobs - Purchase Orders tab
Would be easier if the Purchase Orders tab would display PO's in a more usable order, such as by PO number or date. Today, it's sorted by vendor NUMBER, which isn't the ...by: Beverly 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
CANADIAN T4's
First off the system should have the ability to create a PIER report the same as Sage 50 has. Secondly - contrary to what I have been told by your customer support ...by: Janice S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
6
5-1-5-21 Workers Comp - allow job and state drop-down lists to be ...
Please unlock the drop-down field for "Job" to allow selections of specific jobs if needed. The "in-list" selection would be most helpful. We have jobs on occasion where ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
23
Labor rate + Labor burden report based on current year rates NEEDED!
We often need to provide an hourly rate for each employee/position along with regular, ot, double-time options when preparing a bid for a General Contractor. A report ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
7
Progress billing-phases-change orders
We periodically have 2 contracts issued for a project where labor and materials might be separated by the GC on tax exempt projects. We were instructed to utilize ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Report writer-Formula error
When modifying a report, if the formula is entered incorrectly, a message pops up to indicate. That's great. Problem: you're not allowed to open the form/report to ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
10
Include labor and material cost information on 3-5
3-5 has so much info available but it would be great if there were 2 additional buttons added for labor hours and purchases. This would make it so easy for project ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
5-2-2-Entering Payroll records - Limit Paygroup selection(s) related ...
It would be priceless if the options for paygroups were limited to the union for a specific employee. We have multiple unions. A payroll timecard error was made when ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
6
3-5 Contract Summary Information-Create a dropdown phase selection
There are some instances when phases are created in the 3-5 and having the option in the contract summary to select the phase and isolate that information would be so ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
4-3-5 Remove the additional pop up message(s) when printing checks
With the recent update, there is an additional pop-up message that is very annoying and pointless. Message reads: "The starting check number has defaulted from the ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
4-7-6 Multiple CC holders-Allow adding a line in the payment grid ...
It would be helpful if within the 4-7-6 grid you allow adding a line. Sometimes the CC reconciliation is not completed, but upon viewing a statement, if in agreement ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
7-2-2 User List - Job security setting not valid for all menu options
We set Project Manager User settings to 'YES' for 'Subject to Job Security'. However, it was discovered this security setting does not hold true for the 7-2-2 Change ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
6
7-5 Scheduled Reports-Landscape legal; formatting errors
There is a "communication glitch" between 7-5 scheduled reports and Adobe or pdf reports that we discovered when scheduling the 6-1-7-31 Over/Under Billings report to ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
5
On the dashboard I would like to be able to pull in additional ...
Under cash position the line of credit account is not included. Would like to be able to add in: Line of Credit Account #201by: Kristi M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
By Category
All Categories- Accounting Reports (121)
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- Equipment Management (41)
- Estimating (117)
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- Other (269)
- Payroll (695)
- Project Management (375)
- Review and Reporting (147)
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