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Votes
20
Ability to Edit Progress Billing Gridlines
It seems that our Schedule of Values always needs to be edited after about our 4th progress billing. Would like an easy way to move gridlines around & insert space, grid ...
by: Kim G. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
20
email options
when creating an invoice if you are given the option of a pop up box or warning that customer prefers emailed invoices rather than regular mail and wasting paper.
by: Tanya L. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
20
additional job status codes needed
Sage 100 has 6 available job status codes, and we need more in order to manage our workload more efficiently. Please add 4 more to allow the users to design more codes ...
by: Kathy R. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
20
Progress Bill Status to Closed
When a job is final billed and totally complete, I don't see an option to change the status of the progress bill to Closed. When a job is in the early stages, I click ...
by: Holly C. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
20
Ability to add more than one Client per Project.
Sometimes my client changes partway through the project and sometimes I might work for a contractor and they want me to bill their client for something directly. ...
by: Shana P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
11-2 and 3-2 Email Invoice Save Default Message
Can you please allow user to save the email message in 3-2 and 11-2? Having to retype the same message every time I email an A/R or Service Invoice is tedious.
by: Tara R. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Job cost summary button in the 3-5 window
In the Receivable Job window 3-5, at the bottom there are buttons all along that take you to different information job links (bid item, phases etc). However to complete ...
by: Richard K. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Additional Address Lines
Many times customers have more than the traditional 4 line addresses. Many companies now have Mail Stops. We are having to write these in on invoices otherwise they ...
by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Scrolling to looking up a customer or vendor
In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...
by: Jean K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Add a field for Permit Number in Jobs 3-5
When calling for Inspections, we always need the permit number. A spot for this in 3-5 would be ideal!
by: Karen F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
17
progress billing to pull change orders
When creating next progress billing masterbuilder should search for approved change orders and add line item to progress billing.
by: sheri p. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
17
Creating a separate general ledger account for retention receiveables
I would like to show the split on the balance sheet of AR receivables and Retention receivables Also to be able to run one invoice once you release retention in AR to be ...
by: Lara P. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
17
Import Change Order Description to Progress Billing Once Approved
When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.
by: Matthew D. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...
by: Roxanne M. | over a year ago | Last activity 23 days ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...
by: Desiree F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Have description from job be the descriptoin on T&M Billing
Have description from job be the description on T&M Billing instead of just printing T&M Billing
by: Rik M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Please create an AP/AR aging report on invoice date
Need aging by invoice date not period
by: Carey G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
I would like to be able to do one of the following to enter retention ...
I would like to be able to enter a flat dollar amount for retention, instead of being limited to only enter a percentage to calculate. OR, I would like to be able to use ...
by: Tina O. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...
by: Tim M. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Create a deposit including AR cash receipts as well as other misc GL ...
We often get payments for AR invoices as well as items that we don't set up AR invoices for, like interest or rebates. We currently have to process two deposits with our ...
by: Lindsay S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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