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Votes
12
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 ...by: Stephanie M. | 7 months ago | Last activity 4 months ago | Status changed 7 months ago | Accounts Payable
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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 ...by: Stephanie M. | 7 months ago | Last activity 5 months ago | Status changed 7 months ago | Accounts Payable
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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 ...by: Suzette K. | 7 months ago | Last activity 4 months ago | Status changed 7 months ago | Accounts Payable
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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 ...by: Peggy M. | 7 months ago | Last activity 6 months ago | Status changed 7 months ago | Accounts Payable
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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 ...by: Tina K. | 7 months ago | Last activity 27 days ago | Status changed 7 months ago | Accounts Payable
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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.by: Debbie K. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Accounts Payable
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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 ...by: Kelly J. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Accounts Payable
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Votes
8
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 ...by: Stephanie B. | 8 months ago | Last activity 5 months ago | Status changed 8 months ago | Accounts Payable
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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.by: Charlene D. | 9 months ago | Last activity 8 months ago | Status changed 9 months ago | Accounts Payable
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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 ...by: Renee C. | 9 months ago | Last activity about a month ago | Status changed 9 months ago | Accounts Payable
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Votes
5
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 ...by: Mackenzie K. | 9 months ago | Last activity 7 months ago | Status changed 9 months ago | Accounts Payable
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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 ...by: Shawn E. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Payable
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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 ...by: Alice M. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Payable
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Votes
1
In regards to the report 4-3-8-21 that is automatically emailed to ...
In regards to the report 4-3-8-21 that is automatically emailed to Vendors when you pay via ACH. Please remove the CUSTOMER NAMES from this report. Customer names are ...by: Debbie K. | 10 months ago | Last activity 10 months ago | Status changed 10 months ago | Accounts Payable
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Votes
3
Make Client Short Name the DEFAULT for 4-2 AP Invoice Vendor field
Often times Vendor names begin with the city name, so only the first one in the list populates or we have to go in every time/multiple x per day to select the correct ...by: Nicole B. | 10 months ago | Last activity 9 months ago | Status changed 10 months ago | Accounts Payable
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Votes
2
In 4-7-3 we need to be able to scroll backward as in 6-3 Job Costs. ...
In Job Costs (6-3) we can scroll forward and backward. Some of the fields in Job Costs (6-3) are editable even after being saved such as cost codes and cost types. It ...by: Kelley O. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Accounts Payable
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Votes
4
Update embedded browser for bank feeds
Still having this issue to connect to CHASE BANK for credit cards KB article Solution ID: 221924660118781 is from March 2023 Error: "You need to update your browser" ...by: Charlene D. | 12 months ago | Last activity 11 months ago | Status changed 12 months ago | Accounts Payable
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Votes
5
In 4-2 AP Invoices - allow changes when entering a PO number
When entering AP invoices and there is a Purchase Order, allow changes in the grid such as increase in PO amount and/or the description. There is a warning saying PO ...by: Alice M. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Accounts Payable
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Votes
2
Positive Pay Still a Problem
While I appreciate the efforts to make the positive pay export easier to use in the recent updates, there is still proceeding spaces in the date field and payee field ...by: Lisa G. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Accounts Payable
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Votes
2
Payables Discount - "Past" Button Copies first value
When selecting invoices to pay in 4-3-1, if the discount has past, you have to click the "Past" button on each individual line. If you try to highlight several, it will ...by: Heather T. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Payable
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