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Votes
1
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. | 3 days ago | Last activity 3 days ago | Status changed 3 days ago | Accounts Receivable
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Votes
1
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. | 24 days ago | Last activity 24 days ago | Status changed 24 days ago | Accounts Receivable
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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. | about a month ago | Last activity 28 days ago | Status changed about a month ago | Accounts Receivable
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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. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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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. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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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. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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Votes
3
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. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
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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. | 2 months ago | Last activity 13 days ago | Status changed 2 months ago | Accounts Receivable
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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. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Accounts Receivable
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Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...
by: Jessica G. | 5 months ago | Last activity 2 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
1
Due terms in business days
We have several Clients that negotiate their due terms in Business Days. It would be great to have that option in the system. We have to change it manually at each ...
by: Heather T. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
8
JOB NUMBERS - Allowing Letter Characters
Many fields allow "Character" as their Field Type. Job Numbers are forced to fall within numerical inputs only. In order to differentiate between divisional job ...
by: Jeff H. | 5 months ago | Last activity 2 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
1
Print A/R Aging by Job Access List
Print the A/R Aging by the Users on the Job Access Listing so we can look at each user's A/R seperately.
by: April C. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
2
Over 120 Day Aging Column
Most companies have a line of credit with their bank that carves out certain receivables from eligibility; in construction, 90 days is too short for a paid-when-paid ...
by: Pamela W. | 6 months ago | Last activity 17 days ago | Status changed 6 months ago | Accounts Receivable
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Votes
2
security on post for progress billing
There is a need for security in Progress Billing. The ability to secure the Post feature would allow PMs to create a progress bill without being able to affect ...
by: Tim L. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...
by: Kasie D. | 6 months ago | Last activity 5 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
6
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. | 7 months ago | Last activity 2 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
4
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. | 7 months ago | Last activity 3 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
3
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. | 8 months ago | Last activity 6 months ago | Status changed 8 months ago | Accounts Receivable
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Votes
5
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. | 8 months ago | Last activity 2 months ago | Status changed 8 months ago | Accounts Receivable
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