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Votes
4
Job Directory / Project Directory - Vendors (4-4) and Job 3-5)
We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory. Issue: All the Contacts for Vendor or ...by: Danny B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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
4
Estimate/Bid Numbers VS Job Numbers
Is it possible to have a different number for an estimate/bid from the "current" job number? We are having huge issues with jobs moving from "bid" status to "current" ...by: Beth A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T & M Summary Report: Inconsistency between Proposal Amount and Billed ...
The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...by: John 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
Job Setup - Estimated Finish Date
We are remodelers and do not have a closing date. It would be great to have a filed with the Estimated Finish Date in "Project Date and Sales Information" tabby: 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
4
Warning message when computing job cost but billing set-up is not ...
There used to be a warning message that would pop up during "Compute T&M Invoices" if there were job costs, but not T&M Billing Setup. This seems to have gone away in ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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
4
Progress billing by cost code to be split between taxable and non ...
It would be helpful in income tracking to be able to import the data by cost code into progress billing and have the taxable and nontaxable items be separate that way ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
HST is not calculating on Holdback Progress Billing.
Clients request a copy of Progress Billing for Holdback along with the Invoice. HST does not calculate on the 3-7 form, therefore amount owing and tax amount does not ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
From Cash Receipts be able to create an accounts receivable invoice
Example: Client payment is for $80; remittance is A/R Inv for $100 paid in full, but they deduct $20 that is not approved; they technically did not short pay the ...by: Dawn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing- Importing the Budget-- The line items are 'Grouped' ...
Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...by: Cindy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Ability to print work orders/invoices with any status.
I completed a work order then tried to print, i was forced to void the record and re-do, why?by: Lisa T. | over a year ago | Last activity over a year ago | Status changed 7 months ago | Accounts Receivable
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Votes
4
progress billing report jumbles all the line items
when printing progress billing the report should not rearrange the order of the line items. the report should print in the order it is entered line by lineby: Linda R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Allow the use of decimals in the bid item #s
It would be great if we could use decimals to create bid item #s (i.e. 101.5 or 406.1, etc.) rather than just whole numbers so we can match the bid item # formats often ...by: Carmen G. | 4 months ago | Last activity 18 days ago | Status changed 4 months ago | Accounts Receivable
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Votes
3
credit card processing
wants the ability to add a surcharge for credit card processing on the invoices for clientsby: kayla j. | over a year ago | Last activity 18 days ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
3
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
3
T&M Computing
It would be a great idea to have a date range when computing the T&M invoices. Sometimes we have a customer that is billed a contract price and don't need to compute ...by: peshe p. | 7 months ago | Last activity 5 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
3
Add Job Status of "2" to Update tab
When using the Update tab in 3-5, add status "2-Refused" so that we can update the jobs that are still in the bid status.by: Charles S. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Tax features in AR and AP
Some of the more robust tax features in Accounts Receivable such as the cost type selection for Tax Entities are limited to some billing types such as T&M but do not work ...by: Tim M. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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