• Votes

    3

    Choose GL checks to print

    Others are creating GL checks and I only want to print certain checks but currently have to print all the checks that are in that are saved.
  • Votes

    4

    GL check payments do not appear in Vendor Reports

    Why don't GL check payments to a vendor appear in the vendor reports for that vendor? Embarrassing for you--- this should not even be an issue!!! You force your users ...
  • Votes

    6

    7-1 "Vendor ACH Payment Setup"

    Currently we are only able to use one checking account. I would like to be able to add more than one account since we have more than one operating account.
  • Votes

    4

    A/P Due date 60DY from end of month

    Example - Invoice date is 5/9/24 and my due date is 60 days from the last day of the month. SO, due date is not 30th or 60dy, it is 60dy from 5/31/24. Not sure how to ...
  • Votes

    3

    purchase orders to update to open status when adding items

    It would be great for purchase orders to automatically change status from closed to open when you have added a line item or changed something creating an open balance, so ...
  • Votes

    7

    Mass Close Purchase Orders

    We would like to be able to view the list of purchase orders and check a box to mass close (inactivate) purchase orders. Similar to the look up screen in 3-5 Accounts ...
  • Votes

    2

    4-4 screen vendor needs cutoff date and due date

    Many charge accounts and credit cards need not only a discount date and the number of days until the due date, but the cutoff date as well. Example the statement cuts off ...
  • Votes

    14

    View check stub

    When viewing a written check in Window 1-3, it would be so nice if we could get a list of invoices paid with that check - right from that screen - without having to go ...
  • Votes

    4

    Close window 4-3-1 after saving

    After saving Invoices to Pay in 4-3-1, revert back to either the previous screen "Invoice Selection' or the home screen. Don't just stay on that blank page that you have ...
  • Votes

    6

    Show Open Credit Card Bills in A/P and Aging Reports

    Currently, credit card transactions (receipts) can be entered, and the statement can be reconciled. There is no way to view outstanding credit card bills that are not yet ...
  • Votes

    4

    Possible Glitch-A/P reports: When entering an A/P invoice, if the ...

    Possible Glitch-A/P reports: When entering an A/P invoice, if the invoice goes to more then 1 job (Allocated in Job costs), the A/P does not show up on A/P aging by job ...
  • Votes

    5

    Vendor Discount - Subtotal vs. Total

    Please add the ability to choose a discount rate to calculate based on the subtotal or total. Most vendors do not allow the discount rate after tax, which is how it ...
  • Votes

    1

    In regards to the report 4-3-7-21 that is automatically emailed to ...

    Companies do not want their customer names sent to vendors on an ACH report. Customer names are private.
  • Votes

    2

    Use Tax vs. Tax Paid at Source

    When we pay sales tax on Non-Taxable materials from Home Depot, for example, we need to track the NON-Taxable amount (tax paid at source) just the same as the Taxable ...
  • Votes

    9

    Saving and Printing Actual Vendor Certificates of Insurance in 4-1-5 ...

    While in the middle of a big general liability audit and needing to send the auditor a copy of every COI for every subcontractor paid, I am finding it very time consuming ...
  • Votes

    3

    save view for previous recs

    We would like the ability to save the lookup window's view to be organized by account rather than by month.
  • Votes

    3

    Ability to mark costs Not Billable when entering Payable ...

    It would be great to be able to mark costs as Not Billable on the screens where the costs are entered - like Payable Invoice/Credits, Credit Card Receipts, and Payroll ...
  • Votes

    6

    A/P Invoice Program Warning - Vendor has open POs

    Would like a program warning in 4-2: AP Invoices that when you are entering in an invoice to a vendor, for a particular job, that it alerts the user that there are open ...
  • Votes

    1

    Credit card "match credit card transactions" bank feed needs "card ...

    We LOVE the new credit card feed add!!! It would be more helpful if we could identify by card holder, who the unmatched transactions stem from to easily research and find ...
  • Votes

    1

    tracking line of credit advance in AP

    Article 230609171933050 (how to track line of credit) is somewhat helpful, but when you enter the Vendor (institution where the advance came from), that debt does not ...