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Votes
3
lock closed jobs
I've seen this idea marked as completed in several posted, but it hasn't. We need the ability to lock closed jobs just as we lock closed periods. For effective archiving ...
by: Tim L. | 8 days ago | Last activity 7 days ago | Status changed 8 days ago | Accounts Receivable
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Votes
2
Client Billing Notes/Alerts
In a perfect world you would bill each and every client the exact same way; enter invoice details, print invoice, put in an envelope, send it USPS, and then get paid ...
by: CK H. | 13 days ago | Last activity 7 days ago | Status changed 13 days ago | Accounts Receivable
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Votes
2
we need to be able to have more than 1 sales tax entry on a job, ...
we need to be able to have more than 1 sales tax entry on a job, example in Pennslyvania there is a 6% sales tax and Philadelphia has an extra 2%., for auditing purposes ...
by: Kathleen G. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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Votes
4
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.
by: Jon C. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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Votes
2
Populate the 3-6 Receivable Client equipment tab with serialized parts ...
When a serialized part is pulled from inventory and allocated to a job that has a client, it would auto fill the 3-6 client's equipment tab with serialized parts, instead ...
by: Aaron C. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
2
Progress Billing
Have the ability to post to income on a progress billing as you go. If a builder want you to submit monthly, you need to know where you are at on an income basis as you ...
by: Don K. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
1
In Progress Billing 3-7; ability to select Part Number in addition to ...
Have a part number column so you can select a part number from the appropriate category and that transfers over to the invoice.
by: Samantha C. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
4
Need ability to break out a change order when importing into 3-7
Sometimes, we have very large change orders approved and when we import them into 3-7, they are imported as a lump sum when our client awards the change order by phase or ...
by: Matthew D. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
5
PICK LIST FOR CLIENT AND JOB IN 3-3-1
AR Cash Receipts: Can a pick list option be added for clients and jobs in the 3-3-1 (like pick list option in 4-3-1 area)? I process roughly 25-30 billings each month, ...
by: Kim H. | 4 months ago | Last activity 20 days ago | Status changed 4 months ago | Accounts Receivable
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Votes
3
11-2 import hours from dispatch to invoice details
I think it would be helpful to be able to import the total hours on the dispatch tab of work orders into the invoice tab.
by: Alissa M. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Accounts Receivable
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Votes
4
6-1-4 #71 Create Summary one line per job
It would be amazing if you could create this report so all jobs show up as a summary on one line with all of the jobs listed. I need to create a report with Total Billed ...
by: Cindy L. | 4 months ago | Last activity 20 days ago | Status changed 4 months ago | Accounts Receivable
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Votes
3
Expand the 3-7 Jobs Contract Amount Field Into a Table
Sometimes we get multiple contracts per job that we have to keep track of manually. The amounts are summed and put into the Contract Amount field in 3-7 Jobs but it would ...
by: Matthew D. | 5 months ago | Last activity 20 days ago | Status changed 5 months ago | Accounts Receivable
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Votes
5
company security
There needs to be a way to set up read only access to AR and AP menu. This way only specific people can create, clients, jobs and vendors to make sure all the required ...
by: Ruby I. | 5 months ago | Last activity 3 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
4
Turn off the ability to enter invoices with a status of paid
We understand that clients may need to enter historical paid AR invoices during implementation. But could you please give us the option to turn off that ability once ...
by: Charlene D. | 6 months ago | Last activity 11 days ago | Status changed 6 months ago | Accounts Receivable
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Votes
11
Add "clicktopay" so customers can click hyperlink and pay their ...
Want the ability to have customer's pay their service invoices online. Adding Clicktopay to Sage 100 Contractor so customer's can click on hyperlink to pay their invoices ...
by: Jennifer C. | 6 months ago | Last activity about a month ago | Status changed 6 months ago | Accounts Receivable
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Votes
9
Invoicing without a Job Number
There should be a way to invoice customers without having to reference a job number as there are occasions when the invoice is not related to a job (example: monthly rent ...
by: Dawn D. | 6 months ago | Last activity 3 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
1
3-5 Jobs (Accounts Receivable) Project Date data is saved as a string ...
We are attempting to build an alert or report that depends on a date field in the 3-5 screen. The table is Actrec. The screen is 3-5 on the Project Dates & Sales ...
by: Tina A. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
1
Wage Rate box in 3-10-1 changes anytime wage rate changes are made in ...
The Wage Rate box in 3-10-1 T&M Billing setup changes anytime you make a change in 3-10-5 T&M Wage Rates. If you create a brand new wage rate in 3-10-5, it will populate ...
by: Caitlin K. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
3
Email Templates and populated Subject lines
When send alot of invoices to customers as well as many others here. Coming from Quickbooks it was so easy to send Emails and fast. You create a template for each kind ...
by: mark e. | 8 months ago | Last activity 3 months ago | Status changed 8 months ago | Accounts Receivable
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Votes
4
3-5 AR Jobs - Purchase Orders tab
Would be easier if the Purchase Orders tab would display PO's in a more usable order, such as by PO number or date. Today, it's sorted by vendor NUMBER, which isn't the ...
by: Beverly M. | 9 months ago | Last activity 8 months ago | Status changed 9 months ago | Accounts Receivable
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