• Votes

    4

    Show equipments payments on vendor file

    Can we please see the equipment payments in the vendor history of payments in 4-4. You have to attach the equipment to the lender, but the payments don't show up in 4-4
  • Votes

    15

    4-3-2 Pay Vendors - Add refresh button

    If you're viewing the 4-3-2 Pay Vendors screen, and you discover that you need to add or remove an invoice from a vendor who's already displayed there, or if you want to ...
  • Votes

    5

    Important Notes Show in AP from Purchase Order/Vendor

    We like the notes Delivered in version# 24.1.One comment from staff is that it would be nice if when you select a vendor or purchase order that has an "important note" ...
  • Votes

    6

    To have Vendor Levels for AP - Supervisors/Management can only access ...

    It would be a great asset to have various vendor levels for Accounts Payable Vendors. This would allow certain vendors to only be viewable by Supervisors/Management or ...
  • Votes

    3

    AP Supplier Invoice Import

    Who: Accounts Payable Department What: Specific field entry upload for Supplier, Invoice Number, Invoice Date, Purchase Order Number, Invoice Total, Discount Amount, ...
  • Votes

    5

    Save invoice in 4-2 as a recurring entry

    When entering a AP invoice there should be an option to save the invoice as a recurring entry. Users can save a step in creating a new recurring invoice. When the user ...
  • Votes

    1

    4-3-1 Invoice Selection defaults not saving

    When I open 4-3-1 Select Invoices to Pay and the Invoice Selection screen opens, the box for Open status invoices is always checked. I would always like to see Review ...
  • Votes

    8

    Add field in vendor card for DBA name

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

    3

    Prevent or warn if cost is being applied to billed or paid service ...

    We are currently having to check each work order number for “work order status” before we add AP invoices. We have over a thousand service work orders / invoices a month, ...
  • Votes

    1

    Sort Vendor Subcontract list by Jjob

    I submitted this over a year ago and per Steven P (below) it was delivered in version 22.1. I am currently running 24.1.175.0 and this has not been changed. Tina When ...
  • Votes

    1

    4-1-2 AP Invoice List by Vendor Need Checkbox for Totals Only and ...

    On the 4-1-2 Payable Reports screen it would be super helpful to have a check box for Totals Only when printing by Vendor. I don't need a list of every transaction just ...
  • Votes

    1

    Require a SUBCONTRACT number of an ORDER number in 4-2 if there's a ...

    Under Payable Invoices 4-2, require EITHER a Subcontract # or Order # if it's Job related. Right now, someone can add an invoice and add it to a job, but the subcontract ...
  • Votes

    1

    CCD file option

    Need an option to select PPD or CCD to differentiate between individual or company ACH payment instead of having to manually change PPD to CCD in txt file.
  • Votes

    5

    Manual input of "through" dates on lien waivers

    It would be nice to have the ability to input your own "through date" on lien waivers when running A/P checks. Our subs have various invoice dates but are always billing ...
  • Votes

    11

    Ability to edit the ACH payment stub email message body. 4-3-8 #21 ACH ...

    Would like to edit the message body of the email that is sent to vendors with the ACH payment stub (4-3-8 #21 ACH Payment Receipt). Current message says: An ACH ...
  • Votes

    5

    Link Set Invoices to Pay with Pay Vendors

    Link the "Set invoices to pay" with the "Pay vendors" screen. Sometimes you need to exit one to go to the other. Why not link them for one stop shopping? At least let us ...
  • Votes

    4

    user def pull over from PO into Invoice

    Currently the information inserted in the User def 1 & 2 on a Purchase Order (6-6-1) does not pull over into the invoice (4-2). It would be really nice if it did as we ...
  • Votes

    6

    vendor alert - just like the client alert

    Please add a vendor alert in 4-4 like there is in 3-6. There is no way of seeing important information about a vendor while entering a payable without opening up the ...
  • Votes

    1

    4-2, loading templates - delay duplicate invoice check until you can ...

    The way it is now it triggers every time on load, before you could ever do anything about it. Annoying.
  • Votes

    3

    Negative credit card charge from PO

    I would like the ability to enter a PO for a negative amount (for when an item purchased by credit card is returned), so I can post an invoice to the PO and then apply ...