• Votes

    41

    Re-Allocate costs of payables/inv. allocs/cc receipts without voiding ...

    Often times job costs are allocated incorrectly. Usually to the wrong job. It is pretty time consuming to fix these errors. Since this is such a common occurrence, there ...
  • Votes

    3

    When searching 3-5 for a Job, create a Default so that when you search ...

    Every time I open 3-5 and look for a job, the Default is ALL JOBS/ALL STATUSES. Create it so I can choose what my Default will be the next time I check 3-5. For example, ...
  • Votes

    8

    Proposals

    We would like to create bids and proposals without assigning a job number. We don't assign job numbers until the proposal/bid is accepted. PLEASE make this an option!!!
  • Votes

    2

    Unit Price Subcontracts

    Enter subcontracts based on unit price and not lump sum only. Unitary proposals and unitary billing are already options why wouldn't unitary subcontracts be? If the ...
  • Votes

    13

    Add a field to vendor reports that allow you to filter by job.

    There is no way in Sage to create a Job list of subcontractors and vendors.
  • Votes

    6

    Export Change Order 6-4-1 from 9-5 Takeoff correctly maintain the ...

    After creating an estimate from 9-5 and then export to a Change Order on 6-4-1 the description gets changed from the original description in 9-5 to the Cost Type. in ...
  • Votes

    4

    Proposal rounding

    On behalf of Melissa Plunkett: It would be nice if the Unit Price in Proposals would only have 2 spaces after the decimal to prevent rounding in reports.
  • Votes

    2

    Ability to set up individual jobs as tiles on the custom process map

    Provide users with the ability to set up individual jobs as tiles on the custom process map. This would be very useful for project managers who are managing many small ...
  • Votes

    3

    Create a change order from 6-5 Job screen

    Create a change order from 6-5 Job screen
  • Votes

    2

    Automatically Update Default Cost From 6-6-1 Purchase Orders When ...

    The 6-6-1 Screen has a handy feature that updates default cost or vendor price or both from the PO lines. However, users must go to options -> Update Part Prices from PO. ...
  • Votes

    5

    In 6-8-1, Cost to Complete, add a column that totals the Cost to Date ...

    We're using Cost to Complete, but our PM's would find it more useful to see the total costs to date in a column on the field. This would show a snapshot of this ...
  • Votes

    2

    The ability to email all vendors in a job that have a PO or ...

    This would be useful when you need to notify all vendors of a change; schedule, selections, meetings.
  • Votes

    3

    Add an Excel file to process map

    I would like to be able to store a spreadsheet in Sage. I have a custom spreadsheet I cannot create in Sage but I would like to have it on the process map and have it ...
  • Votes

    5

    Daily Field Reports- Needs Material Tab

    It would be GREAT to have a material tab. We track material but there's no where to record itin the DFR. Would love a tab!!
  • Votes

    7

    Better profitability reports

    Profitability reports 6-1-4-61 needs to include contact amount. Also functionality to run for open and closed jobs.
  • Votes

    10

    Void 6-6-1 Purchase Order

    There should be an option to void a purchase order, not just delete or close.
  • Votes

    5

    The ability to have the notes that are put in the notes icon on the ...

    The ability to have the notes that are entered in the notes icon on the following documents: submittal, rfi, po, change orders and subcontracts show in a column to the ...
  • Votes

    2

    combine budget phases

    We really want and need the phases to be combined in the budget like it is available to be combined by checking a box in the progress billing. We create our estimates ...
  • Votes

    5

    Convert RFPs to subcontracts

    a way to convert RFP's to Subcontracts as I noticed this wasn't an option. If RFP's are generated and we decide to go with a particular sub we then have to either ...
  • Votes

    3

    Over/Under Extended Needs Option for Department

    It would be nice to have the ability to filter the Over/Under Extended report by Department