• Votes

    8

    takeoff descriptions to Proposal

    We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...
  • Votes

    8

    Certificates By Job

    I feel this would be a great place to log project specific information; 1. Pre-lien Notices from a Subcontractor's supplier (this is job specific) - (WA State) 2. ...
  • Votes

    8

    Vacation doesn't show as Gross on reports

    Gross Pay does not add Vacation time on any reports. There is a need to have it added to a gross pay, or at least give the option. The tax reports for Union don't show ...
  • Votes

    8

    4-1-7-21 Use Tax Report needs more information

    new Use tax report, 4-1-7-21, needs to display the TAXABLE AMOUNT of the INVOICE, not just the Invoice total. this is required when an out of state vendor collects that ...
  • Votes

    8

    Enter WO# into a PO

    Need to be able to enter a Work Order # into a Purchase Order.
  • Votes

    8

    Add field in vendor card for DBA name

    Add a field in the vendor card for the DBA name.
  • Votes

    8

    Need the ability to change reports from Portrait to Landscape, and/or ...

    Some of the numbers in the columns get overlapped and the you can not read any figures. Need to have the ability to change to landscape and/or Legal size paper.
  • Votes

    8

    Please design a Trial Balance to include subsidiary accounts...

    Please design a Trial Balance to show all subsidiary accounts - similar with Income Statement showing all Subaccounts balances. Thank you, valentina
  • Votes

    8

    Job Status # 5 , complete, should warn that you are posting payroll to ...

    As above
  • Votes

    8

    disallow Duplicate change numbers

    Right now the system allows two changes with the exact same number within the same job and there is no way to prevent it. At least a warning might prevent some ...
  • Votes

    8

    12-4 Purchase Order Receipts

    In 12-4 screen - Purchase Order Receipts - the Invoice Date field defaults to system date and it's not modifiable / editable PLEASE make the INVOICE DATE field an ...
  • Votes

    8

    11-3 Dispatch Board: Able to see the APPT TIME on the board

    It would be extremely beneficial to see the Appointment time in the dispatch board so we are more efficient in keeping the appointments scheduled properly. Other than ...
  • Votes

    8

    please add additional address fields in 5-2-1 Employee records, just ...

    We need a way to have additional addresses stored in payroll records; many employees have a different mailing address than physical address. I need to have easy access ...
  • Votes

    8

    add more user defined fields

    Add more user defined fields on the screens as having to go to Custom fields is too cumbersome for users.
  • Votes

    8

    Allow for assembly formulas to round for a whole number quantity

    I need to be able to make a formula that has a function to round the calculated quantity up to the next whole number. I find it hard to calculate something and I need a ...
  • Votes

    8

    Work Order Salesperson Default

    Please default the Salesperson in WO from the client table. It would be really nice if you choose the option of default from client OR Job - but if not - client ...
  • Votes

    8

    closing purchase order

    When entering A/P with a PO, if the order is not complete, but you want to close the PO, there needs to be a prompt do you want to close this PO, without going directly ...
  • Votes

    8

    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 window
  • Votes

    8

    prelims, pre-lims, preliens, pre-liens, preliminary notices

    We need data field to be able to track prelims. A tab could be added to the Subcontract to track suppliers prelims and releases. It could be just a simple list to at ...
  • Votes

    8

    That's great that you can now email a statement to a customer, but ...

    It would be cool if we can email an invoice to a customer right from the 3-2 screen.