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Votes
12
Client Credit Limits and Alerts
Please add a field in the client record where we can enter a Credit Limit amount for that specific client. There should also be pop-up alerts when the receivable ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
T&M Billing Wage Rate by Position
The job cost transactions do not import the Employee Position from payroll. This employee position/title is often required to support the employee billing rate with ...by: Kenneth M. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Process payment without client invoice
Need to be able to post a payment to a customers account without an invoice be posted to their account.by: Jennifer T. | 6 months ago | Last activity 3 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
11
Invoicing without a Job Number
There should be a way to invoice customers without having to reference a job number as there are occasions when the invoice is not related to a job (example: monthly rent ...by: Dawn D. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Accounts Receivables search invoice amounts
In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...by: Marilyn S. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Add "clicktopay" so customers can click hyperlink and pay their ...
Want the ability to have customer's pay their service invoices online. Adding Clicktopay to Sage 100 Contractor so customer's can click on hyperlink to pay their invoices ...by: Jennifer C. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Due date criteria when printing statements
Would be useful to have a "due date" criteria in the 3-4 screen when printing statements. I end up throwing away about half of the statements before I mail them because ...by: Alina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Unitary Billing Update Quantity Cutoff
3-9 Unitary Billing, Update Quantities from Daily Field Reports has no cut-off function. This means invoices have to be prepared before any daily reports are entered for ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
top 25 cutomers sales report or other sales reports would be nice to ...
It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
A way to track collection calls on the Client.
In Sage 300 there is a module to help track collection calls. I would like to see a way that we can put notes in so the client does not get multiple collection calls.by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Contract Number
Contract Number needs to be longer. Federal Government Contract Number are 13 digits PLUS a 4 digit task order. This information pulls in to billings plus Certified ...by: Jackie T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Jobs-Project Address versus Billing Address
We need to have a separate tab for billing address!! We have over 200 projects whose address is different than our "remit to" address. I don't understand how this is ...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
11
Would like to have a way to "close" phases once they are completed so ...
If we did have this ability, we would not lose revenue when misc. items are charged against a phase that has technically been closed out and invoiced.by: Julie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Posting Cash receipts - overly clunky
When posting cash receipts, you should be able to view one customer's open invoices at a time, instead of having to view all open invoices for all customers. When I try ...by: Jeffrey C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
JOB NUMBERS - Allowing Letter Characters
Many fields allow "Character" as their Field Type. Job Numbers are forced to fall within numerical inputs only. In order to differentiate between divisional job ...by: Jeff H. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
10
location alerts -
Thank you for creating the Client alerts!!! We are also needing it for Location Alerts as we often have once client, with many locations. Can you find a way to do the ...by: Shawn E. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...by: Jessica G. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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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
10
hot list on closed progress billing
We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.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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