• Votes

    8

    Job income statement

    job income statement to be run by Project Manager or Salesperson or by period / date range or by all jobs
  • Votes

    3

    bonding report by project manager and/or salesperson

    button to run by PM or salesperson to review their allocated jobs
  • Votes

    10

    In Report 3-5-Change Orders be able to print the list showing the JOB ...

    When we print the list of Change Orders the report doesn't show the Name of the JOB which is really important. Avoids confusion when we have to print several lists from ...
  • Votes

    6

    6-6-1 Overwriting a record# with same PO#

    In v19.8 if I needed to change the vendor or other field from a saved PO, I was able to Copy and Paste the PO, make the necessary changes, and then type in manually the ...
  • Votes

    10

    Daily Field Report Phase needs to be in grid so you can allocate a ...

    Please move the phase field to the grid inside of Daily Field Reports. We work on high-rises & our jobs can have up to a 100 phases. Would like 1 record per day that ...
  • Votes

    6

    The budget warnings to ignore the cost type & only look at job, phase ...

    upgrade to V20, the budget warning pop-up when creating a PO, warns on the cost type. We don't use the cost type for budget purpose only phase & costs code. Can it be ...
  • Votes

    6

    Report Scheduling - Committed Costs 6-1-12-21

    "File - Scheduling" is currently shaded out for this report, including 6-1-12-31, 6-1-12-41 This is a fundamental report for monitoring job status. Should be able to ...
  • Votes

    5

    submittal numbers "Next bj Job"

    Submittal numbering is critical to be able to number by Job, just like RFI's and Change Orders!
  • Votes

    1

    6-7-1 Subcontract. Redesign 6-7-1-22 report so "Notes" header prints ...

    6-7-1 Subcontract. Redesign 6-7-1-22 report so "Notes" header prints above the printed grid notes.
  • Votes

    6

    6-7-1 Subcontract. Add "Quantity" column to grid

    6-7-1 Subcontract. Add "Quantity" column to grid
  • Votes

    1

    In 3-5 Job window we have certain groups that we want to see job ...

    In 3-5 Job window we have certain groups that should not see the contract amount and can be limited in that field. Only problem is that when clicking on the Contract ...
  • Votes

    8

    Would like to have the ability to lock the added text within the Note ...

    When adding text to Notes, it would be really nice to automatically add Today's date instead of adding it manually. ALSO, very important for us, is to be able to lock ...
  • Votes

    13

    Need to have a "County" field in 3-5 Jobs under the general tab.

    My state requires business licence filings by county and I really need the ability to run reports on projects based on location i.e. City of, and County of. Just the ...
  • Votes

    3

    In the Purchase orders you cant copy, delete and paste in the created ...

    This was feature we had before the last update and it creates more work and steps the new way. It takes away from the flow your Po's used to have and leaves room for ...
  • Votes

    2

    create a building permit module under document control

    It would be nice to track DOB permits on Sage instead of a separate excel spreadsheet.
  • Votes

    1

    We need to have the userdef field brought back as being able to change ...

    In version 19 we were able to select "Character" or "Number" as field types. In version 20, we are no longer able to select, therefore, reports created in version 19 no ...
  • Votes

    10

    Purchase order expired certificated warning

    When creating a purchase order it does not warn when a vendor has an expired certificate. It should warn like it does when you attempt to create a subcontract for a ...
  • Votes

    1

    User Permissions

    We need to be able to "fine tune" user permissions more when entering Purchase Orders. we do not want our employees to be able to edit a P.O. once it has been entered. ...
  • Votes

    1

    When entering PO details, can you change the color of current field or ...

    Currently when entering data in Purchased order, it's hard to see what field you're in. Hopefully, there's a way to change the color properties to highlight the current ...
  • Votes

    3

    Please design a Subcontractor Change Order Form.

    Need a form that looks the same as the General Contract Change Order!!