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Votes
7
Cash Receipts sort by job and / or client alphabettically
In Cash receipts screen, please add the "Client" to the Contract section and the "Job" to the Service section. Then allow the user to sort by these columns (and the ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Transfer Client PO# to invoice when doing Progress Billing
When doing Progress Billing, the invoice that is generated in 3-2 should automatically bring in the Client PO# from the corresponding job card (3-5)by: Melissa A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Job Costs should be separated by actual part number and quantity, not ...
It doesn't help me to see a lump of Cost Codes on a report. I would like the Job Costs to be separated by actual parts, with quantities visible, so I can make informed ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In progress - AR invoices
I would love to have a in progress invoice option. 3-2 Receivable has a review or dispute but these still post to GL. If we could have one that remains un-posted (in ...by: Katherine D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Automatically post which employee opened a new job number.
When viewing invoices or PO's it is extremely helpful to see who entered them. The same would be fantastic when opening a new job number. So many times we have run in ...by: Nicole W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Progress Billing: Ability to insert a line into a progress billing ...
We need to be able to insert a line into a progress billing, mid project (not the first pay application). This would be for change order and changes that need to be ...by: Jennifer R. | 10 months ago | Last activity 3 months ago | Status changed 10 months ago | Accounts Receivable
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Votes
6
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Delete progress billing after it has been submitted
If a progress billing is made by mistake or with the wrong job is selected and then submitted that progress billing just sits in that limbo land forever. I would like a ...by: Allyson R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
6
retention release phase
Be able to release retention by phase level, not just on Job. Example have 2 phases, one still needs to be 10%, however the second phase needs to be at 5. Now we have to ...by: Tiffani E. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Create Holdback Billing for All Phases Simultaneously
It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Client locations table; add more fields, a contact table, or the ...
Client location table is too small. We need to be able to add multiple contacts to each location, not just the client. Please add a contact table for locations, or the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Multiple progresses
Would like to be able to create multiple Progress Bills. Some projects have billing to multiple parties. EG. Working with a home builder to build a home. The majority of ...by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
PICK LIST FOR CLIENT AND JOB IN 3-3-1
AR Cash Receipts: Can a pick list option be added for clients and jobs in the 3-3-1 (like pick list option in 4-3-1 area)? I process roughly 25-30 billings each month, ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
accounts receivable history
If you pull up a customer, give you detail of prior contracts for prior years without having to know the year.by: Tammy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Track vendor certificates by job - in 3-5 Jobs
Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...by: Brittany C. | 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 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
6
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-4 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
6
3-6 Need property owner box added.
Property owner names differ from client names. Need property owners to be included in lien waivers, as well as customer names.by: Marit I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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