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Votes
9
search on short name
We would like all windows to be able to search on short name for any job, vendor, account, client, etc in any lookup windowby: Charlene D. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Other
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Votes
9
Show line-item descriptions from journal entries on reports whenever ...
It is a royal pain, when auditing an account visually (such as through 2-4 General Ledger), to have to drill down into every single entry looking for something that you ...by: Bob T. | over a year ago | Last activity 3 months ago | Status changed over a year ago | General Ledger
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Votes
9
Copy user defaults between companies
Could you please add the ability to copy user defaults for the same user or different users from one company to another. I have multiple clients adding new companies ...by: Charlene D. | 5 months ago | Last activity 3 months ago | Status changed 5 months ago | Utilities
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Votes
9
Workers Compensation Report showing Gross Overtime & Overtime Premium
Just as we have needs to show gross overtime payroll, we are tasked by Workers' Compensation Auditors to show gross Overtime Payroll. We have no such report. Currently ...by: Selway Corp d. | 10 months ago | Last activity 4 months ago | Status changed 10 months ago | Payroll
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Votes
9
Change order for Subcontract
We need the option to create a change order for a subcontract that does not attach to a change order to the prime contract. There are often changes that are ...by: Kathy M. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Project Management
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Votes
9
emailing vs mailing client statements - which one for this client?
We should be able to email the statements that have an email in the field and then the system should auto print the remaining that do not for us to mail.by: Shawn E. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Report that shows budget cost & hours, CO cost & hours, and Used cost ...
I had created a JC report that shows budget costs & hours, Change Order costs & hours and USED costs & hours by cost code. It worked beautifully until Version 20. We ...by: vickie s. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Project Management
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Votes
9
AP needs a cutoff date(statement) field by vendor
credit card companies and other vendors have a cutoff date that is used to determine which charges will appear on the statement. the payment is due on the DUE DATE. the ...by: Kathy R. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Payable
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Votes
9
Fix the Print Button When You Forget to Save
Sometimes when finishing a record, people are in a hurry and click the print button without saving. In most windows, this prompts the user to save the record, but then ...by: Ryan B. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Review and Reporting
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Votes
9
We need more than 8 choices for "Priority" in the 11-2 Dispatch tab.
We are a Service Company with over 50 techs and need more than the maximum of 8 "Priorities" to segregate the calls for the dispatchers. Why is there a limit on the ...by: David C. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Scheduling
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Votes
9
3-7 Progress Billing
I cannot get the taxable column to show on the progress billing..... when I hit the preview report, it shows up there, but not when I print it out...by: Alice M. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Cash Basis reporting
Please allow the ability to create Balance Sheet and Income Statements in Cash Basis! My CPA keeps bugging me to request this. I'm finally used to Sage after many years ...by: Sharon S. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounting Reports
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Votes
9
Period Change to correlate to Invoice Date Entered
Would be nice to get this working in both Invoices and Credit Card Entry - or at least have the option to change posting period to invoice date.by: Shannon D. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Payable
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Votes
9
Change location of period selection button
It would be helpful if the period selection button was right next to the transaction date entry field.by: Charles C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Payable
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Votes
9
AP Invoice Default Description
In Vendor setup (4-4) we can set up defaults for everything but AP invoices to auto populate the Description. Can a default for AP Invoices be added?by: Jim C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Payable
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Votes
9
email on client location record
Service Work Orders need to be emailed from the field to a Location Manager; a client has multiple Locations. Add 2 dedicated email fields to the Location record. When ...by: Barbara T. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
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Votes
9
Add column with loan number to equipment payment screen
Please add a column with the loan # for each loan associated with the equipment into the equipment payment screenby: Theresa T. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Equipment Management
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Votes
9
Updating Costs to Complete
Add the ability to update all phases of a job at once in the 6-8-1 Cost to Complete and 6-8-2 Hours to Complete menus, instead of only being able to update phase by ...by: Ryan S. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Project Management
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Votes
9
Please included a Pick List for individual invoices and/or record ...
When billing T&M, often times we will bill only for specific invoices. Also, the record numbers and/or dates of the AP invoices may not be in sequence. Sometimes there ...by: Josh H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Entering Employees in 5-2-1
When entering a new employees it should give you a pop up before saving if the employee already exist in the system. I am having problems with entering new employees and ...by: Taisha R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Payroll
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