-
Votes
1
Progress billing retention should calculate of current billed instead ...
Many times we have different vendors billing to the same line item (dictated by the owner). Based upon the contract agreements the retention amount is different for each ...by: Cindy C. | 7 days ago | Last activity 7 days ago | Status changed 7 days ago | Accounts Receivable
-
Votes
1
Don't include unposted payroll records in time and materials invoices
It would be very helpful if payroll records did not get pulled into time and materials invoices until those payroll records get posted to the GL. It is a multi-day ...by: Caitlin K. | 20 days ago | Last activity 20 days ago | Status changed 20 days ago | Accounts Receivable
-
Votes
4
Process payment without client invoice
Need to be able to post a payment to a customers account without an invoice be posted to their account.by: Jennifer T. | 20 days ago | Last activity 4 days ago | Status changed 20 days ago | Accounts Receivable
-
Votes
5
Enter overpayment in 3-3-1 for invoices already paid.
Include option to enter overpayment for invoices already with a paid status in 3-3-1 cash receipts and have this entry automatically create a credit invoice (similar to ...by: Kassandra B. | 2 months ago | Last activity 19 days ago | Status changed 2 months ago | Accounts Receivable
-
Votes
3
Sales tax on overhead for T&M billings
Currently the taxability table includes cost types, and Profit columns only. We need a column for overhead. It appears to not be calculating on the overhead portion of ...by: Charlene D. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Accounts Receivable
-
Votes
8
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | 3 months ago | Last activity 27 days ago | Status changed 3 months ago | Accounts Receivable
-
Votes
3
Have a refresh button on the "Post Invoices" page
It would be nice to have a refresh button on the Post Invoices page so it can be left open and refreshed when an invoice is re-computed.by: Stephanie M. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Accounts Receivable
-
Votes
1
Have the option to use the 9-2 Sale Price of a part in T&M Invoices, ...
We generally like to round up the price of the parts in our T&M invoices, and some parts are marked up differently than others. Currently we go into every single Job ...by: Stephanie M. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Accounts Receivable
-
Votes
3
Select statuses to view A/R list - so voided ones do not show
When using the down arrow to search for A/R invoices, I am only able to see one status or see all of them. I'd like to pick multiple statuses, (i.e. Open and Paid) and ...by: Stephanie M. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Accounts Receivable
-
Votes
1
AP/AP Hold Back Tabs on Client 3.6 and Vendor 4-4 pages
To be able to see if holdback is outstanding by client/vendor rather than having to go into the all jobs to search. By adding a tab at the bottom with open invoices or ...by: Deb O. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Accounts Receivable
-
Votes
2
Longer contact email address field
We are using Procore, it assigns email address for the project, and these email addresses are much longer that Sage 3-5 contact table accepts. please make the contact ...by: Kathy R. | 6 months ago | Last activity 4 months ago | Status changed 6 months ago | Accounts Receivable
-
Votes
2
Add a box for Designer on the 3-5 Job
We have a box for Architect. Can we add one for Designer?by: Heather T. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Accounts Receivable
-
Votes
2
Allow unlimited Tax Entities
If you use the sideways arrow under Tax Districts it brings you to a window where you can enter in Tax Entities. These tax entities make up the total tax for a Tax ...by: Jessica R. | 7 months ago | Last activity 5 months ago | Status changed 7 months ago | Accounts Receivable
-
Votes
5
allowing the option to choose specific change orders to upend to a ...
right now if we have a job with multiple change orders, when we go to the progress bill to append as new lines, it brings in all the approved change orders. We should ...by: Kim K. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
-
Votes
2
Allow T&M Invoice to be untaxable
Materials that are job costed and sales taxed via job cost are being subject to tax again when invoiced to customers via the T&M invoice system. There should be a ...by: Gary P. | 8 months ago | Last activity 7 months ago | Status changed 8 months ago | Accounts Receivable
-
Votes
2
Editing of progress claims without the need to generate an invoice
There are situations where a contract is billed under 3.2 and much later along the project cycle, the schedule of values is defined. Where you had previously billed under ...by: Dan B. | 8 months ago | Last activity 7 months ago | Status changed 8 months ago | Accounts Receivable
-
Votes
3
remembering order of headings in search function
When searching for progress claims under 3.7, you are able to manipulate the order of the headings under the search function. This is not remembered by the program and ...by: Dan B. | 8 months ago | Last activity 2 months ago | Status changed 8 months ago | Accounts Receivable
-
Votes
4
multiple departments on one invoice
We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...by: Ryan L. | 8 months ago | Last activity 3 months ago | Status changed 8 months ago | Accounts Receivable
-
Votes
4
Ability to Enter Multiple Contracts/POs to a Job + Multiple Clients
Sometimes we get multiple contracts or POs per job and sometimes they are through different clients too. Would be nice to be able to not have to keep track of that stuff ...by: Mackenzie K. | 9 months ago | Last activity 6 months ago | Status changed 9 months ago | Accounts Receivable
-
Votes
1
Freeze Grid Column
I am in Jobs and when running a query I have added many fields which makes many columns. I want to freeze the first column so I can see all the way across what job my ...by: Danielle D. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (118)
- Accounts Payable (459)
Accounts Receivable (429)- Equipment Management (39)
- Estimating (116)
- General Ledger (122)
- Inventory (54)
- Other (260)
- Payroll (659)
- Project Management (357)
- Review and Reporting (141)
- Scheduling (47)
- Service Receivables (163)
- Utilities (82)
